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
526
$20.3K 0.01%
813
+435
527
$20.3K 0.01%
18
+4
528
$20.3K 0.01%
552
529
$20.1K 0.01%
173
+97
530
$20.1K 0.01%
910
531
$20.1K 0.01%
658
532
$20.1K 0.01%
485
533
$20.1K 0.01%
684
534
$20K 0.01%
32
535
$19.9K 0.01%
+900
536
$19.9K 0.01%
180
+3
537
$19.8K 0.01%
1,195
+942
538
$19.7K 0.01%
790
539
$19.5K 0.01%
572
540
$19.4K 0.01%
136
541
$19.4K 0.01%
94
542
$19.3K 0.01%
738
543
$19.3K 0.01%
840
544
$19.1K 0.01%
521
545
$19.1K 0.01%
5,510
546
$19.1K 0.01%
495
+34
547
$19K 0.01%
+877
548
$18.9K 0.01%
1,851
+1,164
549
$18.9K 0.01%
+705
550
$18.7K 0.01%
104
+6
20 21
22
23 24