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
51
$662K 0.35%
165,831
-45,693
52
$640K 0.33%
20,616
-186
53
$634K 0.33%
4,996
+307
54
$602K 0.31%
3,559
+9
55
$597K 0.31%
4,169
+3
56
$594K 0.31%
2,517
+5
57
$581K 0.3%
3,990
+2,338
58
$567K 0.3%
10,928
59
$550K 0.29%
4,768
60
$542K 0.28%
2,890
61
$542K 0.28%
1,244
-57
62
$539K 0.28%
1,822
+24
63
$529K 0.28%
1,607
-198
64
$522K 0.27%
4,124
-11
65
$493K 0.26%
4,516
+4
66
$489K 0.26%
1,341
+42
67
$485K 0.25%
3,096
+9
68
$464K 0.24%
14,330
+30
69
$459K 0.24%
9,852
-216
70
$452K 0.24%
6,285
71
$449K 0.24%
35,400
+72
72
$434K 0.23%
19,960
73
$434K 0.23%
3,890
+165
74
$432K 0.23%
11,077
-46
75
$425K 0.22%
933
+6
1 2
3
4 5