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
501
$22.2K 0.01%
1,670
-356
502
$22K 0.01%
830
503
$22K 0.01%
+3,043
504
$22K 0.01%
456
505
$21.9K 0.01%
929
506
$21.8K 0.01%
454
507
$21.8K 0.01%
516
+12
508
$21.8K 0.01%
190
+8
509
$21.5K 0.01%
1,372
510
$21.5K 0.01%
405
511
$21.4K 0.01%
730
512
$21.3K 0.01%
+2,282
513
$21.2K 0.01%
347
514
$21.2K 0.01%
623
515
$21.2K 0.01%
+646
516
$21K 0.01%
+519
517
$20.9K 0.01%
1,645
518
$20.7K 0.01%
1,231
519
$20.6K 0.01%
67
-10
520
$20.6K 0.01%
545
521
$20.5K 0.01%
637
522
$20.5K 0.01%
222
523
$20.4K 0.01%
106
524
$20.4K 0.01%
1,600
525
$20.3K 0.01%
813
+435
19 20
21
22 23