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
1051
$392 ﹤0.01%
25
1052
$387 ﹤0.01%
29
1053
$370 ﹤0.01%
9
1054
$368 ﹤0.01%
33
1055
$354 ﹤0.01%
8
1056
$341 ﹤0.01%
3
1057
$334 ﹤0.01%
31
1058
$330 ﹤0.01%
13
1059
$318 ﹤0.01%
16
1060
$302 ﹤0.01%
12
1061
$292 ﹤0.01%
5
1062
$292 ﹤0.01%
6
1063
$275 ﹤0.01%
18
1064
$265 ﹤0.01%
4
1065
$254 ﹤0.01%
5
1066
$247 ﹤0.01%
20
1067
$239 ﹤0.01%
9
1068
$235 ﹤0.01%
4
1069
$219 ﹤0.01%
10
-800
1070
$121 ﹤0.01%
336
1071
$106 ﹤0.01%
+5
1072
$83 ﹤0.01%
3
1073
$60 ﹤0.01%
6
1074
$39 ﹤0.01%
1
1075
$16 ﹤0.01%
2
41 42
43
44 45