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
951
$2.01K ﹤0.01%
19
952
$1.98K ﹤0.01%
71
953
$1.97K ﹤0.01%
55
954
$1.95K ﹤0.01%
140
955
$1.94K ﹤0.01%
24
956
$1.88K ﹤0.01%
+11
957
$1.83K ﹤0.01%
43
+28
958
$1.78K ﹤0.01%
15
959
$1.77K ﹤0.01%
24
960
$1.72K ﹤0.01%
13
961
$1.7K ﹤0.01%
25
962
$1.7K ﹤0.01%
143
963
$1.68K ﹤0.01%
15
964
$1.68K ﹤0.01%
122
965
$1.66K ﹤0.01%
77
-13
966
$1.65K ﹤0.01%
23
-34
967
$1.62K ﹤0.01%
17
968
$1.62K ﹤0.01%
34
969
$1.59K ﹤0.01%
15
+6
970
$1.59K ﹤0.01%
62
971
$1.58K ﹤0.01%
20
972
$1.57K ﹤0.01%
83
-60
973
$1.57K ﹤0.01%
33
974
$1.54K ﹤0.01%
34
975
$1.49K ﹤0.01%
106
37 38
39
40 41