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
+$908K
2
+$382K
3
+$373K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$369K
5
VB icon
Vanguard Small-Cap ETF
VB
+$314K

Top Sells

1
+$335K
2
+$271K
3
+$189K
4
BP icon
BP
BP
+$181K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$171K

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
476
$24.5K 0.01%
409
477
$24.5K 0.01%
5,150
-4,486
478
$24.5K 0.01%
63
479
$24.5K 0.01%
357
480
$24.4K 0.01%
120
-3
481
$24.4K 0.01%
2,190
482
$24.2K 0.01%
1,033
-419
483
$24.2K 0.01%
874
484
$24.1K 0.01%
1,036
485
$24K 0.01%
364
486
$23.9K 0.01%
348
487
$23.8K 0.01%
395
-55
488
$23.8K 0.01%
+2,640
489
$23.7K 0.01%
852
490
$23.6K 0.01%
627
491
$23.2K 0.01%
671
492
$23.2K 0.01%
+2,175
493
$23.2K 0.01%
1,657
494
$23.1K 0.01%
109
-50
495
$22.8K 0.01%
+1,709
496
$22.8K 0.01%
666
497
$22.7K 0.01%
661
498
$22.6K 0.01%
257
+136
499
$22.6K 0.01%
1,189
500
$22.6K 0.01%
487
18 19
20
21 22