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
426
$29.8K 0.02%
625
427
$29.8K 0.02%
303
-94
428
$29.7K 0.02%
1,859
429
$29.5K 0.02%
371
430
$29.5K 0.02%
1,416
-295
431
$29.4K 0.02%
+4,960
432
$29.2K 0.02%
254
-147
433
$29.1K 0.02%
979
434
$28.9K 0.02%
1,072
-186
435
$28.9K 0.02%
569
-144
436
$28.6K 0.02%
1,264
437
$28.4K 0.01%
2,032
438
$28.3K 0.01%
199
+23
439
$28.2K 0.01%
747
440
$28.2K 0.01%
488
441
$27.9K 0.01%
568
442
$27.9K 0.01%
666
443
$27.8K 0.01%
+5,043
444
$27.8K 0.01%
2,616
445
$27.7K 0.01%
668
+78
446
$27.7K 0.01%
522
+288
447
$27.4K 0.01%
710
-218
448
$27.3K 0.01%
1,226
449
$27.2K 0.01%
342
+9
450
$27.2K 0.01%
1,552
+720
16 17
18
19 20