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
326
$45K 0.02%
3,690
327
$44.7K 0.02%
681
-151
328
$44.2K 0.02%
475
329
$43.9K 0.02%
836
330
$43.8K 0.02%
1,414
+74
331
$43.7K 0.02%
351
332
$43.6K 0.02%
968
+298
333
$43.5K 0.02%
4,436
+4,099
334
$43.3K 0.02%
548
335
$43.2K 0.02%
197
-3
336
$42.8K 0.02%
283
+62
337
$42.7K 0.02%
2,811
338
$42.6K 0.02%
865
339
$42.6K 0.02%
285
-9
340
$42.3K 0.02%
2,529
341
$42K 0.02%
+4,743
342
$41.9K 0.02%
507
343
$41.9K 0.02%
1,361
-113
344
$41.1K 0.02%
582
-87
345
$41K 0.02%
927
346
$40.9K 0.02%
206
-14
347
$40.8K 0.02%
967
348
$40.7K 0.02%
7,286
349
$40.3K 0.02%
7,162
-8,056
350
$40.3K 0.02%
1,609
12 13
14
15 16