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
526
$20.3K 0.01%
18
+4
527
$20.3K 0.01%
552
528
$20.1K 0.01%
173
+97
529
$20.1K 0.01%
910
530
$20.1K 0.01%
658
531
$20.1K 0.01%
485
532
$20.1K 0.01%
684
533
$20K 0.01%
32
534
$19.9K 0.01%
+900
535
$19.9K 0.01%
180
+3
536
$19.8K 0.01%
1,195
+942
537
$19.7K 0.01%
790
538
$19.5K 0.01%
572
539
$19.4K 0.01%
136
540
$19.4K 0.01%
94
541
$19.3K 0.01%
738
542
$19.3K 0.01%
840
543
$19.1K 0.01%
521
544
$19.1K 0.01%
5,510
545
$19.1K 0.01%
495
+34
546
$19K 0.01%
+877
547
$18.9K 0.01%
1,851
+1,164
548
$18.9K 0.01%
+705
549
$18.7K 0.01%
104
+6
550
$18.6K 0.01%
+2,614
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