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
651
$12.5K 0.01%
608
+360
652
$12.5K 0.01%
391
+66
653
$12.4K 0.01%
100
654
$12.4K 0.01%
325
655
$12.3K 0.01%
108
656
$12.3K 0.01%
242
657
$12.2K 0.01%
+1,609
658
$12.2K 0.01%
+337
659
$12K 0.01%
755
660
$12K 0.01%
110
-5
661
$12K 0.01%
50
+3
662
$12K 0.01%
190
663
$12K 0.01%
402
664
$11.8K 0.01%
423
665
$11.8K 0.01%
1,945
+194
666
$11.8K 0.01%
476
667
$11.8K 0.01%
526
+286
668
$11.7K 0.01%
689
669
$11.7K 0.01%
79
+3
670
$11.6K 0.01%
285
-368
671
$11.6K 0.01%
372
672
$11.5K 0.01%
280
673
$11.5K 0.01%
178
674
$11.5K 0.01%
774
675
$11.4K 0.01%
+490
25 26
27
28 29