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
901
$3.83K ﹤0.01%
54
902
$3.76K ﹤0.01%
21
903
$3.67K ﹤0.01%
17
904
$3.64K ﹤0.01%
108
+51
905
$3.57K ﹤0.01%
146
906
$3.57K ﹤0.01%
20
907
$3.56K ﹤0.01%
47
908
$3.49K ﹤0.01%
68
909
$3.35K ﹤0.01%
27
910
$3.28K ﹤0.01%
+96
911
$3.28K ﹤0.01%
88
912
$3.27K ﹤0.01%
75
913
$3.23K ﹤0.01%
225
+180
914
$3.2K ﹤0.01%
23
915
$3.2K ﹤0.01%
71
-12
916
$3.19K ﹤0.01%
64
917
$3.15K ﹤0.01%
224
918
$3.14K ﹤0.01%
67
919
$3.12K ﹤0.01%
112
-39
920
$3.11K ﹤0.01%
33
921
$3.1K ﹤0.01%
89
922
$3.02K ﹤0.01%
112
923
$3.02K ﹤0.01%
47
924
$3.01K ﹤0.01%
45
-8
925
$2.95K ﹤0.01%
34
+25
35 36
37
38 39