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
1
$17.5M 9.14%
1,414,986
+31,998
2
$11.6M 6.09%
127,716
-1,420
3
$6.03M 3.15%
35,102
-137
4
$5.83M 3.05%
745,012
+5,000
5
$5.41M 2.83%
17,540
+338
6
$5.31M 2.78%
218,225
-6,153
7
$4.85M 2.54%
57,547
8
$4.69M 2.45%
23,053
+965
9
$4.2M 2.2%
42,816
+1,803
10
$3.94M 2.06%
28,046
+112
11
$3.77M 1.97%
230,772
-2,348
12
$3.57M 1.87%
39,012
-897
13
$3.37M 1.76%
66,734
+3,356
14
$3.14M 1.64%
17,014
-198
15
$2.69M 1.41%
19,500
+3,160
16
$2.63M 1.38%
49,048
+1,135
17
$2.4M 1.26%
17,871
+6,980
18
$2.02M 1.06%
50,461
+9,849
19
$1.9M 0.99%
20,207
+2,806
20
$1.85M 0.97%
26,080
+540
21
$1.85M 0.97%
12,398
+58
22
$1.82M 0.95%
7,271
+512
23
$1.8M 0.94%
75,874
+4,678
24
$1.68M 0.88%
24,636
+338
25
$1.61M 0.84%
21,863
-5
1
2 3 4 5