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
601
$15.9K 0.01%
425
-205
602
$15.8K 0.01%
448
603
$15.6K 0.01%
400
604
$15.6K 0.01%
432
605
$15.5K 0.01%
514
-114
606
$15.5K 0.01%
560
607
$15.4K 0.01%
54
+8
608
$15.2K 0.01%
945
+52
609
$15.2K 0.01%
+971
610
$15.1K 0.01%
536
611
$15K 0.01%
256
612
$15K 0.01%
636
+270
613
$14.8K 0.01%
2,325
614
$14.7K 0.01%
561
615
$14.6K 0.01%
254
+118
616
$14.6K 0.01%
208
617
$14.4K 0.01%
75
+6
618
$14.4K 0.01%
274
+3
619
$14.4K 0.01%
970
-283
620
$14.3K 0.01%
9
-2
621
$14.3K 0.01%
1,346
+544
622
$14.3K 0.01%
162
+7
623
$14.2K 0.01%
400
+270
624
$14.1K 0.01%
+714
625
$14.1K 0.01%
719
23 24
25
26 27