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
301
$49.3K 0.03%
389
-38
302
$49.2K 0.03%
571
+38
303
$48.9K 0.03%
1,009
304
$48.8K 0.03%
+1,269
305
$48.6K 0.03%
277
+7
306
$48.5K 0.03%
617
307
$48.4K 0.03%
360
308
$48.3K 0.03%
2,050
-161
309
$48.3K 0.03%
760
-78
310
$47.9K 0.03%
3,450
+3,142
311
$47.8K 0.03%
1,056
+140
312
$47.6K 0.02%
2,368
-96
313
$47.5K 0.02%
704
314
$47.1K 0.02%
263
315
$47.1K 0.02%
2,018
-84
316
$46.8K 0.02%
482
317
$46.8K 0.02%
1,522
318
$46.3K 0.02%
742
319
$46.2K 0.02%
3,774
320
$46.2K 0.02%
2,368
+2,271
321
$46.2K 0.02%
632
322
$46.1K 0.02%
297
+86
323
$45.6K 0.02%
4,783
324
$45.2K 0.02%
1,166
325
$45.1K 0.02%
852
11 12
13
14 15