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
251
$64.5K 0.03%
2,690
252
$63.9K 0.03%
757
253
$63.1K 0.03%
561
254
$62.8K 0.03%
552
255
$62.8K 0.03%
181
256
$62.8K 0.03%
2,994
257
$61.9K 0.03%
557
258
$61.8K 0.03%
1,679
259
$61.5K 0.03%
2,488
-102
260
$60.9K 0.03%
328
261
$60.6K 0.03%
894
262
$60.5K 0.03%
1,470
263
$60.3K 0.03%
328
264
$59.9K 0.03%
757
265
$59.6K 0.03%
1,272
266
$59.3K 0.03%
4,307
-70
267
$59.2K 0.03%
305
268
$59.1K 0.03%
1,120
269
$58.9K 0.03%
697
270
$58.6K 0.03%
873
-63
271
$58.5K 0.03%
1,102
272
$58.4K 0.03%
755
273
$58.2K 0.03%
+8,465
274
$57.9K 0.03%
666
-9
275
$57.4K 0.03%
177
9 10
11
12 13