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
376
$36.2K 0.02%
1,264
377
$36.1K 0.02%
578
378
$35.7K 0.02%
489
379
$35.6K 0.02%
2,246
-683
380
$35.5K 0.02%
736
-37
381
$35.1K 0.02%
3,486
382
$34.9K 0.02%
539
383
$34.8K 0.02%
899
384
$34.7K 0.02%
576
385
$34.6K 0.02%
1,421
386
$34.6K 0.02%
921
387
$34.5K 0.02%
1,896
388
$34.4K 0.02%
461
389
$34.3K 0.02%
692
390
$34.3K 0.02%
1,390
391
$34.3K 0.02%
173
392
$34.2K 0.02%
109
393
$34.2K 0.02%
1,220
-697
394
$34.2K 0.02%
475
395
$34.1K 0.02%
906
396
$34K 0.02%
609
-44
397
$33.8K 0.02%
933
398
$33.5K 0.02%
1,051
+9
399
$33.5K 0.02%
714
+10
400
$33.5K 0.02%
3,460
14 15
16
17 18