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
401
$33.4K 0.02%
454
402
$33.2K 0.02%
1,659
-66
403
$33.1K 0.02%
1,394
-8,238
404
$33K 0.02%
1,921
405
$32.9K 0.02%
905
-324
406
$32.8K 0.02%
258
407
$32.6K 0.02%
152
+13
408
$32.5K 0.02%
994
-413
409
$32.4K 0.02%
834
410
$32.2K 0.02%
307
-2
411
$32.1K 0.02%
634
412
$32.1K 0.02%
231
413
$32K 0.02%
649
414
$31.4K 0.02%
654
415
$31.1K 0.02%
855
-209
416
$31.1K 0.02%
1,524
417
$31K 0.02%
862
418
$30.9K 0.02%
429
+15
419
$30.7K 0.02%
750
+570
420
$30.4K 0.02%
553
421
$30.4K 0.02%
485
+270
422
$30.4K 0.02%
162
+9
423
$29.9K 0.02%
1,175
424
$29.9K 0.02%
2,302
+2,083
425
$29.8K 0.02%
386
15 16
17
18 19