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
126
$235K 0.12%
951
+203
127
$234K 0.12%
1,182
-64
128
$229K 0.12%
2,336
+16
129
$223K 0.12%
3,734
-5,304
130
$223K 0.12%
1,953
-341
131
$223K 0.12%
5,250
-14
132
$222K 0.12%
782
+392
133
$216K 0.11%
12,500
+7,500
134
$212K 0.11%
5,041
-107
135
$209K 0.11%
2,157
+45
136
$206K 0.11%
8,660
137
$202K 0.11%
2,531
-7
138
$201K 0.11%
1,993
139
$200K 0.1%
452
-3
140
$197K 0.1%
5,090
-235
141
$197K 0.1%
1,410
-11
142
$191K 0.1%
4,857
-1,839
143
$190K 0.1%
3,233
+34
144
$189K 0.1%
1,785
+19
145
$189K 0.1%
3,063
+5
146
$188K 0.1%
3,627
+118
147
$188K 0.1%
4,999
-9,291
148
$184K 0.1%
2,994
-912
149
$175K 0.09%
1,079
+3
150
$173K 0.09%
572
-48
4 5
6
7 8