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
1201
– –
-847
1202
– –
-280
1203
– –
-147
1204
– –
-606
1205
– –
-42
1206
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-179
1207
– –
-50
1208
– –
-388
1209
– –
-248
1210
– –
-338
1211
– –
-38
1212
– –
-409
1213
– –
-82
1214
– –
-17
1215
– –
-371
1216
– –
-7,423
1217
– –
-25
1218
– –
-344
1219
– –
-979
1220
– –
-285
1221
– –
-2,488
1222
– –
-384
1223
– –
-202
1224
– –
-71
1225
– –
-445
47 48
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50 51