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
451
$27.1K 0.01%
340
452
$26.9K 0.01%
1,145
453
$26.9K 0.01%
994
454
$26.8K 0.01%
1,015
455
$26.6K 0.01%
948
456
$26.6K 0.01%
328
457
$26.5K 0.01%
376
458
$26.4K 0.01%
472
459
$26.4K 0.01%
428
460
$26.2K 0.01%
394
+86
461
$26.1K 0.01%
514
462
$25.8K 0.01%
1,739
463
$25.8K 0.01%
1,115
-169
464
$25.8K 0.01%
792
465
$25.7K 0.01%
+1,834
466
$25.7K 0.01%
575
-826
467
$25.4K 0.01%
230
468
$25.1K 0.01%
1,179
469
$25K 0.01%
407
470
$24.9K 0.01%
1,621
471
$24.9K 0.01%
449
+29
472
$24.8K 0.01%
3,124
-1,011
473
$24.8K 0.01%
124
474
$24.7K 0.01%
492
475
$24.7K 0.01%
790
17 18
19
20 21