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
576
$17.5K 0.01%
492
577
$17.5K 0.01%
394
578
$17.4K 0.01%
72
+10
579
$17.4K 0.01%
1,512
-679
580
$17.3K 0.01%
99
+3
581
$17.2K 0.01%
2,256
582
$17.2K 0.01%
413
583
$17.1K 0.01%
185
584
$17.1K 0.01%
405
-198
585
$16.8K 0.01%
399
+123
586
$16.8K 0.01%
268
+9
587
$16.7K 0.01%
188
-82
588
$16.7K 0.01%
704
589
$16.7K 0.01%
445
590
$16.5K 0.01%
550
591
$16.5K 0.01%
1,234
-735
592
$16.5K 0.01%
493
593
$16.5K 0.01%
217
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594
$16.5K 0.01%
664
595
$16.4K 0.01%
685
596
$16.4K 0.01%
300
597
$16.3K 0.01%
191
598
$16.2K 0.01%
248
599
$16.2K 0.01%
+378
600
$15.9K 0.01%
425
-205
22 23
24
25 26