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
1226
– –
-50
1227
– –
-306
1228
– –
-1,950
1229
– –
-6
1230
– –
-236
1231
– –
-182
1232
– –
-1,159
1233
– –
-500
1234
– –
-825
1235
– –
-2,601
1236
– –
-74
1237
– –
-2,100
1238
– –
-269
1239
– –
-131
1240
– –
-440
1241
– –
-399
1242
– –
-337
1243
– –
-1,974
1244
– –
-81
1245
– –
-198
1246
– –
-58
1247
– –
-366
1248
– –
-114
1249
– –
-2,023
1250
– –
-26
48 49
50
51 52