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
176
$122K 0.09%
2,988
177
$118K 0.09%
2,279
178
$118K 0.09%
1,470
179
$117K 0.09%
1,111
-7
180
$116K 0.09%
1,447
181
$116K 0.09%
452
182
$115K 0.09%
2,353
183
$115K 0.09%
970
+13
184
$114K 0.09%
839
185
$112K 0.09%
1,457
186
$109K 0.08%
1,328
187
$108K 0.08%
580
188
$107K 0.08%
1,819
189
$105K 0.08%
2,660
190
$104K 0.08%
633
191
$101K 0.08%
1,286
192
$100K 0.08%
3,729
193
$98.9K 0.08%
2,000
194
$97.7K 0.07%
1,347
195
$97K 0.07%
1,765
196
$96.8K 0.07%
1,635
197
$96.4K 0.07%
3,236
198
$94.1K 0.07%
2,182
199
$93.2K 0.07%
1,431
200
$92.4K 0.07%
2,769
+919
6 7
8
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