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
726
$9.32K ﹤0.01%
+2,005
727
$9.32K ﹤0.01%
115
-86
728
$9.31K ﹤0.01%
101
729
$9.3K ﹤0.01%
588
-374
730
$9.27K ﹤0.01%
96
+33
731
$9.21K ﹤0.01%
578
732
$9.21K ﹤0.01%
416
733
$9.1K ﹤0.01%
44
734
$9.1K ﹤0.01%
341
-6
735
$9.07K ﹤0.01%
1,439
736
$9.05K ﹤0.01%
382
737
$8.93K ﹤0.01%
345
738
$8.87K ﹤0.01%
336
739
$8.85K ﹤0.01%
746
740
$8.81K ﹤0.01%
125
+60
741
$8.7K ﹤0.01%
640
742
$8.66K ﹤0.01%
564
743
$8.59K ﹤0.01%
186
744
$8.57K ﹤0.01%
149
+7
745
$8.53K ﹤0.01%
140
+4
746
$8.49K ﹤0.01%
2,174
747
$8.41K ﹤0.01%
217
748
$8.36K ﹤0.01%
110
749
$8.33K ﹤0.01%
1,352
-2,259
750
$8.3K ﹤0.01%
2,805
28 29
30
31 32