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
776
$7.53K ﹤0.01%
65
-14
777
$7.51K ﹤0.01%
658
778
$7.46K ﹤0.01%
550
-57
779
$7.44K ﹤0.01%
88
780
$7.43K ﹤0.01%
+514
781
$7.42K ﹤0.01%
271
782
$7.38K ﹤0.01%
+427
783
$7.36K ﹤0.01%
75
+4
784
$7.35K ﹤0.01%
84
+6
785
$7.33K ﹤0.01%
+350
786
$7.26K ﹤0.01%
56
787
$7.16K ﹤0.01%
80
+20
788
$7.16K ﹤0.01%
291
-750
789
$7.14K ﹤0.01%
+1,118
790
$7.13K ﹤0.01%
241
791
$7.03K ﹤0.01%
+38
792
$6.95K ﹤0.01%
182
793
$6.91K ﹤0.01%
36
+23
794
$6.91K ﹤0.01%
+347
795
$6.91K ﹤0.01%
204
+20
796
$6.89K ﹤0.01%
98
+11
797
$6.88K ﹤0.01%
466
798
$6.88K ﹤0.01%
67
799
$6.85K ﹤0.01%
+815
800
$6.77K ﹤0.01%
129
-2
30 31
32
33 34