SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
226
$79.9K 0.04%
309
+12
227
$79.2K 0.04%
2,986
-4,172
228
$78.8K 0.04%
3,509
-452
229
$78.5K 0.04%
697
230
$77.2K 0.04%
2,475
+71
231
$75K 0.04%
1,320
-83
232
$74.5K 0.04%
439
+8
233
$74.2K 0.04%
2,660
234
$74.1K 0.04%
837
235
$73.4K 0.04%
528
236
$72.1K 0.04%
1,220
237
$71.7K 0.04%
1,228
238
$71.4K 0.04%
2,454
239
$70.3K 0.04%
817
240
$70.3K 0.04%
3,743
241
$70.3K 0.04%
1,419
242
$69.2K 0.04%
321
+56
243
$69.2K 0.04%
3,112
-5
244
$68.8K 0.04%
98
+3
245
$67.5K 0.04%
1,184
-63
246
$67.1K 0.04%
1,340
+28
247
$67.1K 0.04%
716
+6
248
$67K 0.04%
898
249
$66.4K 0.03%
+1,167
250
$65.2K 0.03%
20
8 9
10
11 12