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
701
$10.2K 0.01%
167
702
$10.2K 0.01%
+3,967
703
$10.1K 0.01%
34
704
$10.1K 0.01%
82
+4
705
$10K 0.01%
349
706
$10K 0.01%
207
-15
707
$9.99K 0.01%
2,955
+946
708
$9.85K 0.01%
+2,626
709
$9.75K 0.01%
309
-230
710
$9.71K 0.01%
195
-31
711
$9.69K 0.01%
51
-27
712
$9.68K 0.01%
+380
713
$9.68K 0.01%
+542
714
$9.68K 0.01%
+2,789
715
$9.62K 0.01%
55
-7
716
$9.61K 0.01%
231
717
$9.59K 0.01%
572
718
$9.55K 0.01%
161
-56
719
$9.52K 0.01%
256
-18
720
$9.49K 0.01%
292
-113
721
$9.49K 0.01%
+1,998
722
$9.47K 0.01%
83
+4
723
$9.46K ﹤0.01%
202
724
$9.44K ﹤0.01%
103
-176
725
$9.42K ﹤0.01%
1,348
27 28
29
30 31