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
601
$15.8K 0.01%
448
602
$15.6K 0.01%
400
603
$15.6K 0.01%
432
604
$15.5K 0.01%
514
-114
605
$15.5K 0.01%
560
606
$15.4K 0.01%
54
+8
607
$15.2K 0.01%
945
+52
608
$15.2K 0.01%
+971
609
$15.1K 0.01%
536
610
$15K 0.01%
256
611
$15K 0.01%
636
+270
612
$14.8K 0.01%
2,325
613
$14.7K 0.01%
561
614
$14.6K 0.01%
254
+118
615
$14.6K 0.01%
208
616
$14.4K 0.01%
75
+6
617
$14.4K 0.01%
274
+3
618
$14.4K 0.01%
970
-283
619
$14.3K 0.01%
9
-2
620
$14.3K 0.01%
1,346
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621
$14.3K 0.01%
162
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622
$14.2K 0.01%
400
+270
623
$14.1K 0.01%
+714
624
$14.1K 0.01%
719
625
$14K 0.01%
319
+227
23 24
25
26 27