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
751
$8.3K ﹤0.01%
208
-44
752
$8.27K ﹤0.01%
105
753
$8.22K ﹤0.01%
492
+6
754
$8.18K ﹤0.01%
234
755
$8.17K ﹤0.01%
7,532
756
$8.17K ﹤0.01%
48
+5
757
$8.16K ﹤0.01%
361
+28
758
$8.11K ﹤0.01%
378
759
$8K ﹤0.01%
134
+5
760
$7.94K ﹤0.01%
432
-472
761
$7.88K ﹤0.01%
157
+4
762
$7.85K ﹤0.01%
328
763
$7.82K ﹤0.01%
100
764
$7.82K ﹤0.01%
390
765
$7.81K ﹤0.01%
808
-589
766
$7.8K ﹤0.01%
+560
767
$7.79K ﹤0.01%
+181
768
$7.75K ﹤0.01%
122
+5
769
$7.67K ﹤0.01%
237
770
$7.62K ﹤0.01%
155
+6
771
$7.6K ﹤0.01%
636
772
$7.59K ﹤0.01%
+1,170
773
$7.59K ﹤0.01%
270
-405
774
$7.54K ﹤0.01%
185
-454
775
$7.54K ﹤0.01%
520
+30
29 30
31
32 33