SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$211K
3
+$169K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$124K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$112K

Top Sells

1
+$956K
2
+$138K
3
+$64.2K
4
LEN icon
Lennar Class A
LEN
+$58.7K
5
BLKB icon
Blackbaud
BLKB
+$43.4K

Sector Composition

1 Financials 18%
2 Technology 8.32%
3 Healthcare 7.34%
4 Industrials 6%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6.06K ﹤0.01%
366
852
$6.01K ﹤0.01%
135
-375
853
$5.87K ﹤0.01%
89
854
$5.86K ﹤0.01%
134
855
$5.85K ﹤0.01%
195
856
$5.78K ﹤0.01%
38
857
$5.76K ﹤0.01%
78
858
$5.71K ﹤0.01%
174
859
$5.6K ﹤0.01%
917
860
$5.58K ﹤0.01%
181
+87
861
$5.57K ﹤0.01%
133
862
$5.55K ﹤0.01%
102
-39
863
$5.53K ﹤0.01%
183
864
$5.5K ﹤0.01%
349
865
$5.45K ﹤0.01%
132
866
$5.42K ﹤0.01%
600
867
$5.41K ﹤0.01%
257
-52
868
$5.37K ﹤0.01%
45
869
$5.2K ﹤0.01%
35
870
$5.19K ﹤0.01%
87
-18
871
$5.18K ﹤0.01%
91
+2
872
$5.16K ﹤0.01%
80
873
$5.11K ﹤0.01%
48
874
$5.09K ﹤0.01%
108
875
$5.07K ﹤0.01%
94
33 34
35
36 37