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
476
$24.6K 0.01%
180
477
$24.5K 0.01%
409
478
$24.5K 0.01%
5,150
-4,486
479
$24.5K 0.01%
63
480
$24.5K 0.01%
357
481
$24.4K 0.01%
120
-3
482
$24.4K 0.01%
2,190
483
$24.2K 0.01%
1,033
-419
484
$24.2K 0.01%
874
485
$24.1K 0.01%
1,036
486
$24K 0.01%
364
487
$23.9K 0.01%
348
488
$23.8K 0.01%
395
-55
489
$23.8K 0.01%
+2,640
490
$23.7K 0.01%
852
491
$23.6K 0.01%
627
492
$23.2K 0.01%
671
493
$23.2K 0.01%
+2,175
494
$23.2K 0.01%
1,657
495
$23.1K 0.01%
109
-50
496
$22.8K 0.01%
+1,709
497
$22.8K 0.01%
666
498
$22.7K 0.01%
661
499
$22.6K 0.01%
257
+136
500
$22.6K 0.01%
1,189
18 19
20
21 22