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
101
$331K 0.17%
1,258
-2
102
$316K 0.17%
7,070
+173
103
$311K 0.16%
4,438
-331
104
$295K 0.15%
1,263
+3
105
$288K 0.15%
4,527
+5
106
$285K 0.15%
2,656
+46
107
$284K 0.15%
918
+234
108
$278K 0.15%
3,817
109
$273K 0.14%
4,205
+32
110
$272K 0.14%
3,354
111
$272K 0.14%
1,658
+806
112
$271K 0.14%
+10,436
113
$265K 0.14%
487
+35
114
$259K 0.14%
2,953
+7
115
$258K 0.13%
1,840
-16
116
$256K 0.13%
5,340
117
$253K 0.13%
2,367
118
$253K 0.13%
7,024
+26
119
$248K 0.13%
2,227
-100
120
$246K 0.13%
1,420
121
$245K 0.13%
677
+7
122
$240K 0.13%
13,899
+30
123
$238K 0.12%
10,810
124
$237K 0.12%
884
+3
125
$236K 0.12%
5,922
+189
3 4
5
6 7