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
626
$14K 0.01%
+1,464
627
$13.9K 0.01%
1,701
628
$13.8K 0.01%
1,045
629
$13.8K 0.01%
943
630
$13.7K 0.01%
500
631
$13.6K 0.01%
442
632
$13.5K 0.01%
424
633
$13.5K 0.01%
230
+40
634
$13.4K 0.01%
1,378
-196
635
$13.4K 0.01%
287
636
$13.3K 0.01%
1,959
637
$13.2K 0.01%
387
+99
638
$13K 0.01%
+414
639
$13K 0.01%
37
640
$12.8K 0.01%
288
641
$12.8K 0.01%
475
642
$12.8K 0.01%
348
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643
$12.8K 0.01%
192
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644
$12.7K 0.01%
439
645
$12.7K 0.01%
1,358
-3,060
646
$12.7K 0.01%
1,088
647
$12.6K 0.01%
67
+3
648
$12.5K 0.01%
+1,503
649
$12.5K 0.01%
719
-54
650
$12.5K 0.01%
667
+386
24 25
26
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