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
1026
$619 ﹤0.01%
4
1027
$609 ﹤0.01%
8
1028
$596 ﹤0.01%
4
1029
$595 ﹤0.01%
9
1030
$581 ﹤0.01%
14
1031
$571 ﹤0.01%
20
-100
1032
$556 ﹤0.01%
9
1033
$554 ﹤0.01%
10
1034
$538 ﹤0.01%
41
1035
$530 ﹤0.01%
22
1036
$530 ﹤0.01%
11
-20
1037
$516 ﹤0.01%
7
1038
$507 ﹤0.01%
5
1039
$503 ﹤0.01%
14
1040
$482 ﹤0.01%
9
1041
$479 ﹤0.01%
10
1042
$478 ﹤0.01%
4
-10
1043
$475 ﹤0.01%
35
1044
$461 ﹤0.01%
19
1045
$461 ﹤0.01%
21
1046
$457 ﹤0.01%
13
1047
$449 ﹤0.01%
7
1048
$432 ﹤0.01%
3
1049
$417 ﹤0.01%
6
1050
$404 ﹤0.01%
13
40 41
42
43 44