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
876
$5.03K ﹤0.01%
87
877
$4.97K ﹤0.01%
276
878
$4.9K ﹤0.01%
71
879
$4.88K ﹤0.01%
51
-16
880
$4.84K ﹤0.01%
63
-15
881
$4.78K ﹤0.01%
296
882
$4.72K ﹤0.01%
203
883
$4.68K ﹤0.01%
347
884
$4.67K ﹤0.01%
352
885
$4.64K ﹤0.01%
43
886
$4.57K ﹤0.01%
216
887
$4.55K ﹤0.01%
59
888
$4.49K ﹤0.01%
299
889
$4.39K ﹤0.01%
91
890
$4.36K ﹤0.01%
41
891
$4.31K ﹤0.01%
63
892
$4.16K ﹤0.01%
46
893
$4.13K ﹤0.01%
23
894
$4.11K ﹤0.01%
87
895
$4.03K ﹤0.01%
100
896
$4K ﹤0.01%
89
897
$3.99K ﹤0.01%
52
898
$3.98K ﹤0.01%
58
899
$3.98K ﹤0.01%
74
900
$3.92K ﹤0.01%
82
34 35
36
37 38