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
276
$56.9K 0.03%
600
277
$56.9K 0.03%
2,123
+1
278
$56.8K 0.03%
702
279
$56.8K 0.03%
822
+9
280
$55.9K 0.03%
5,821
281
$55.1K 0.03%
831
282
$54.6K 0.03%
4,284
283
$54.3K 0.03%
1,426
284
$54.1K 0.03%
1,637
+471
285
$54.1K 0.03%
720
286
$53.5K 0.03%
1,523
+25
287
$53.3K 0.03%
635
288
$53K 0.03%
737
289
$52.8K 0.03%
353
290
$52.8K 0.03%
+2,375
291
$52.7K 0.03%
2,268
-216
292
$52.5K 0.03%
1,324
293
$52.4K 0.03%
177
+3
294
$51.4K 0.03%
829
-7
295
$50.8K 0.03%
968
+43
296
$50.7K 0.03%
984
-247
297
$50.6K 0.03%
634
298
$49.8K 0.03%
355
-27
299
$49.4K 0.03%
737
300
$49.4K 0.03%
539
+126
10 11
12
13 14