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
626
$14K 0.01%
319
+227
627
$14K 0.01%
+1,464
628
$13.9K 0.01%
1,701
629
$13.8K 0.01%
1,045
630
$13.8K 0.01%
943
631
$13.7K 0.01%
500
632
$13.6K 0.01%
442
633
$13.5K 0.01%
424
634
$13.5K 0.01%
230
+40
635
$13.4K 0.01%
1,378
-196
636
$13.4K 0.01%
287
637
$13.3K 0.01%
1,959
638
$13.2K 0.01%
387
+99
639
$13K 0.01%
+414
640
$13K 0.01%
37
641
$12.8K 0.01%
288
642
$12.8K 0.01%
475
643
$12.8K 0.01%
348
+208
644
$12.8K 0.01%
192
+32
645
$12.7K 0.01%
439
646
$12.7K 0.01%
1,358
-3,060
647
$12.7K 0.01%
1,088
648
$12.6K 0.01%
67
+3
649
$12.5K 0.01%
+1,503
650
$12.5K 0.01%
719
-54
24 25
26
27 28