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
151
$170K 0.09%
1,302
-4
152
$168K 0.09%
934
+22
153
$168K 0.09%
6,479
-53
154
$167K 0.09%
4,226
-3,490
155
$166K 0.09%
1,150
-28
156
$166K 0.09%
7,811
157
$166K 0.09%
1,640
+24
158
$158K 0.08%
3,810
+3,434
159
$157K 0.08%
2,188
160
$156K 0.08%
1,478
-72
161
$155K 0.08%
3,114
+33
162
$152K 0.08%
2,501
+14
163
$151K 0.08%
1,430
164
$150K 0.08%
10,041
165
$149K 0.08%
1,085
+8
166
$148K 0.08%
5,762
+138
167
$147K 0.08%
6,853
168
$147K 0.08%
3,546
-33
169
$146K 0.08%
6,401
+130
170
$143K 0.07%
6,423
171
$142K 0.07%
4,144
+105
172
$141K 0.07%
1,967
-152
173
$141K 0.07%
2,762
-192
174
$140K 0.07%
1,430
-60
175
$137K 0.07%
1,469
+12
5 6
7
8 9