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
$191M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$436K
3
+$395K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$394K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Top Sells

1
+$349K
2
+$316K
3
+$196K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$182K
5
BP icon
BP
BP
+$181K

Sector Composition

1 Technology 15.23%
2 Healthcare 12.05%
3 Financials 11.3%
4 Consumer Discretionary 6.8%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.79%
12,587
-87
27
$1.34M 0.7%
76,254
+1,422
28
$1.34M 0.7%
23,593
+1,906
29
$1.31M 0.69%
5,790
+317
30
$1.28M 0.67%
23,116
+101
31
$1.27M 0.66%
14,188
+1,973
32
$1.2M 0.63%
8,888
-14
33
$1.15M 0.6%
5,942
+462
34
$1.15M 0.6%
16,220
+140
35
$1.07M 0.56%
19,615
+3,476
36
$1.05M 0.55%
23,594
-169
37
$1.02M 0.54%
17,095
+413
38
$1.01M 0.53%
18,253
+699
39
$994K 0.52%
5,177
40
$944K 0.49%
11,689
-24
41
$930K 0.49%
16,103
+792
42
$914K 0.48%
15,224
+24
43
$842K 0.44%
107,689
+7,500
44
$783K 0.41%
36,639
-422
45
$732K 0.38%
5,534
+689
46
$722K 0.38%
48,538
-780
47
$704K 0.37%
2,388
+134
48
$680K 0.36%
11,559
-3
49
$672K 0.35%
3,767
+11
50
$670K 0.35%
11,422
-84
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2
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