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
651
$12.5K 0.01%
667
+386
652
$12.5K 0.01%
608
+360
653
$12.5K 0.01%
391
+66
654
$12.4K 0.01%
100
655
$12.4K 0.01%
325
656
$12.3K 0.01%
108
657
$12.3K 0.01%
242
658
$12.2K 0.01%
+1,609
659
$12.2K 0.01%
+337
660
$12K 0.01%
755
661
$12K 0.01%
110
-5
662
$12K 0.01%
50
+3
663
$12K 0.01%
190
664
$12K 0.01%
402
665
$11.8K 0.01%
423
666
$11.8K 0.01%
1,945
+194
667
$11.8K 0.01%
476
668
$11.8K 0.01%
526
+286
669
$11.7K 0.01%
689
670
$11.7K 0.01%
79
+3
671
$11.6K 0.01%
285
-368
672
$11.6K 0.01%
372
673
$11.5K 0.01%
280
674
$11.5K 0.01%
178
675
$11.5K 0.01%
774
25 26
27
28 29