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
926
$2.92K ﹤0.01%
109
927
$2.9K ﹤0.01%
18
928
$2.86K ﹤0.01%
65
929
$2.84K ﹤0.01%
81
930
$2.83K ﹤0.01%
51
931
$2.79K ﹤0.01%
61
+22
932
$2.65K ﹤0.01%
41
+21
933
$2.63K ﹤0.01%
+37
934
$2.58K ﹤0.01%
28
935
$2.55K ﹤0.01%
+49
936
$2.53K ﹤0.01%
132
937
$2.51K ﹤0.01%
68
938
$2.5K ﹤0.01%
40
939
$2.43K ﹤0.01%
95
+70
940
$2.42K ﹤0.01%
19
941
$2.37K ﹤0.01%
29
942
$2.32K ﹤0.01%
53
943
$2.29K ﹤0.01%
270
944
$2.19K ﹤0.01%
91
945
$2.19K ﹤0.01%
109
+10
946
$2.15K ﹤0.01%
22
947
$2.1K ﹤0.01%
12
948
$2.09K ﹤0.01%
35
-10
949
$2.07K ﹤0.01%
26
-8
950
$2.05K ﹤0.01%
18
+15
36 37
38
39 40