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
76
$413K 0.22%
8,080
-453
77
$410K 0.21%
2,447
+6
78
$408K 0.21%
17,891
-2,668
79
$401K 0.21%
4,400
+127
80
$400K 0.21%
1,111
+7
81
$396K 0.21%
7,833
-53
82
$395K 0.21%
2,111
-107
83
$391K 0.2%
2,915
+21
84
$387K 0.2%
5,283
+8
85
$385K 0.2%
2,344
+570
86
$383K 0.2%
4,692
+366
87
$380K 0.2%
39,960
+10,760
88
$373K 0.2%
2,371
-11
89
$371K 0.19%
5,047
+165
90
$371K 0.19%
3,092
+628
91
$367K 0.19%
3,164
-78
92
$357K 0.19%
2,048
-173
93
$354K 0.19%
3,397
+21
94
$353K 0.18%
3,713
+14
95
$351K 0.18%
1,915
-267
96
$348K 0.18%
1,055
+3
97
$348K 0.18%
1,748
+5
98
$339K 0.18%
2,936
-20
99
$337K 0.18%
5,582
+15
100
$336K 0.18%
4,198
-45
2 3
4
5 6