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
101
$235K 0.18%
1,227
102
$221K 0.17%
4,712
103
$220K 0.17%
5,340
104
$220K 0.17%
4,239
105
$218K 0.17%
3,894
106
$218K 0.17%
2,598
107
$217K 0.17%
1,684
108
$212K 0.16%
13,620
109
$212K 0.16%
1,093
+8
110
$210K 0.16%
837
111
$207K 0.16%
1,893
112
$207K 0.16%
3,351
113
$205K 0.16%
1,168
114
$204K 0.16%
3,325
115
$204K 0.16%
1,074
116
$202K 0.15%
4,173
117
$201K 0.15%
3,891
-404
118
$201K 0.15%
2,347
119
$196K 0.15%
3,666
120
$196K 0.15%
5,653
121
$194K 0.15%
2,107
122
$193K 0.15%
6,446
123
$192K 0.15%
3,704
-596
124
$189K 0.14%
1,400
125
$181K 0.14%
2,188
3 4
5
6 7