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
201
$90.1K 0.07%
4,446
202
$87.2K 0.07%
741
-60
203
$85.9K 0.07%
10,400
204
$84.1K 0.06%
1,304
-14
205
$83.7K 0.06%
3,486
+18
206
$83.4K 0.06%
1,102
207
$83.4K 0.06%
1,464
208
$83K 0.06%
1,418
209
$82.6K 0.06%
817
210
$81.9K 0.06%
3,324
211
$76.3K 0.06%
1,646
212
$75.4K 0.06%
2,111
+18
213
$75.3K 0.06%
1,949
214
$74.6K 0.06%
500
215
$73.8K 0.06%
1,831
-41
216
$73.5K 0.06%
3,416
217
$73.4K 0.06%
909
218
$73.3K 0.06%
1,056
219
$73.3K 0.06%
504
220
$73.1K 0.06%
1,207
221
$72.3K 0.06%
936
222
$71K 0.05%
869
223
$70.5K 0.05%
506
224
$69.3K 0.05%
837
225
$68.5K 0.05%
794
7 8
9
10 11