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
1276
– –
-461
1277
– –
-351
1278
– –
-87
1279
– –
-346
1280
– –
-203
1281
– –
-941
1282
– –
-100
1283
– –
-74
1284
– –
-275
1285
– –
-292
1286
– –
-30
1287
– –
-415
1288
– –
-64
1289
– –
-18
1290
– –
-179
1291
– –
-380
1292
– –
-551
1293
– –
-739
1294
– –
-177
1295
– –
-2,423
1296
– –
-786
1297
– –
-481
1298
– –
-46
1299
– –
-92
1300
– –
-449
49 50 51
52
53