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
976
$1.47K ﹤0.01%
128
977
$1.47K ﹤0.01%
44
978
$1.45K ﹤0.01%
43
979
$1.43K ﹤0.01%
39
-38
980
$1.41K ﹤0.01%
80
981
$1.35K ﹤0.01%
16
982
$1.33K ﹤0.01%
40
+22
983
$1.31K ﹤0.01%
26
984
$1.27K ﹤0.01%
61
-10
985
$1.26K ﹤0.01%
66
+1
986
$1.2K ﹤0.01%
34
987
$1.19K ﹤0.01%
+178
988
$1.17K ﹤0.01%
39
989
$1.15K ﹤0.01%
27
990
$1.15K ﹤0.01%
11
991
$1.14K ﹤0.01%
20
992
$1.09K ﹤0.01%
10
993
$1.07K ﹤0.01%
6
994
$1.03K ﹤0.01%
9
995
$1.02K ﹤0.01%
21
996
$1.01K ﹤0.01%
11
997
$1.01K ﹤0.01%
22
998
$999 ﹤0.01%
30
-68
999
$994 ﹤0.01%
+26
1000
$973 ﹤0.01%
12
38 39
40
41 42