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
1001
$971 ﹤0.01%
7
1002
$967 ﹤0.01%
21
1003
$954 ﹤0.01%
7
1004
$946 ﹤0.01%
80
1005
$907 ﹤0.01%
23
1006
$897 ﹤0.01%
9
1007
$879 ﹤0.01%
17
-321
1008
$863 ﹤0.01%
23
1009
$851 ﹤0.01%
39
1010
$844 ﹤0.01%
18
1011
$803 ﹤0.01%
+13
1012
$776 ﹤0.01%
30
1013
$749 ﹤0.01%
9
1014
$713 ﹤0.01%
12
1015
$706 ﹤0.01%
35
1016
$692 ﹤0.01%
8
1017
$667 ﹤0.01%
16
1018
$657 ﹤0.01%
26
1019
$657 ﹤0.01%
26
1020
$656 ﹤0.01%
10
1021
$655 ﹤0.01%
22
1022
$651 ﹤0.01%
17
1023
$643 ﹤0.01%
11
1024
$640 ﹤0.01%
9
1025
$622 ﹤0.01%
16
39 40
41
42 43