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
551
$18.6K 0.01%
+2,614
552
$18.6K 0.01%
498
+72
553
$18.5K 0.01%
1,393
+1,108
554
$18.5K 0.01%
109
+6
555
$18.5K 0.01%
566
-242
556
$18.4K 0.01%
421
557
$18.3K 0.01%
440
+48
558
$18.3K 0.01%
646
+481
559
$18.3K 0.01%
3,179
+249
560
$18.3K 0.01%
204
+28
561
$18.3K 0.01%
95
+4
562
$18.2K 0.01%
1,261
+101
563
$18.2K 0.01%
149
564
$18.2K 0.01%
+1,461
565
$18.1K 0.01%
418
566
$18K 0.01%
342
+6
567
$18K 0.01%
522
+155
568
$18K 0.01%
3,245
-47
569
$17.9K 0.01%
346
-530
570
$17.8K 0.01%
371
571
$17.7K 0.01%
667
572
$17.7K 0.01%
61
+3
573
$17.7K 0.01%
722
574
$17.6K 0.01%
993
+497
575
$17.6K 0.01%
813
21 22
23
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