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
576
$17.5K 0.01%
84
577
$17.5K 0.01%
492
578
$17.5K 0.01%
394
579
$17.4K 0.01%
72
+10
580
$17.4K 0.01%
1,512
-679
581
$17.3K 0.01%
99
+3
582
$17.2K 0.01%
2,256
583
$17.2K 0.01%
413
584
$17.1K 0.01%
185
585
$17.1K 0.01%
405
-198
586
$16.8K 0.01%
399
+123
587
$16.8K 0.01%
268
+9
588
$16.7K 0.01%
188
-82
589
$16.7K 0.01%
704
590
$16.7K 0.01%
445
591
$16.5K 0.01%
550
592
$16.5K 0.01%
1,234
-735
593
$16.5K 0.01%
493
594
$16.5K 0.01%
217
+18
595
$16.5K 0.01%
664
596
$16.4K 0.01%
685
597
$16.4K 0.01%
300
598
$16.3K 0.01%
191
599
$16.2K 0.01%
248
600
$16.2K 0.01%
+378
22 23
24
25 26