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
351
$40.1K 0.02%
1,674
352
$39.8K 0.02%
694
353
$39.7K 0.02%
728
+10
354
$39.4K 0.02%
1,100
355
$39.4K 0.02%
862
+53
356
$39.2K 0.02%
992
357
$38.9K 0.02%
63
358
$38.8K 0.02%
1,178
359
$38.7K 0.02%
507
+115
360
$38.3K 0.02%
2,833
361
$38.2K 0.02%
1,390
+30
362
$38.2K 0.02%
1,832
363
$38.1K 0.02%
1,561
364
$38K 0.02%
643
-42
365
$37.9K 0.02%
3,237
+3,141
366
$37.9K 0.02%
1,277
367
$37.9K 0.02%
5,408
+2,972
368
$37.9K 0.02%
372
369
$37.9K 0.02%
430
+158
370
$37.8K 0.02%
+5,581
371
$37.5K 0.02%
3,324
372
$37.3K 0.02%
1,436
373
$36.8K 0.02%
1,544
374
$36.8K 0.02%
1,062
+58
375
$36.4K 0.02%
578
13 14
15
16 17