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
801
$6.68K ﹤0.01%
381
-2,437
802
$6.57K ﹤0.01%
101
803
$6.53K ﹤0.01%
133
-29
804
$6.49K ﹤0.01%
79
+9
805
$6.48K ﹤0.01%
170
+66
806
$6.48K ﹤0.01%
34
-122
807
$6.47K ﹤0.01%
1,085
808
$6.44K ﹤0.01%
594
809
$6.43K ﹤0.01%
+592
810
$6.42K ﹤0.01%
381
811
$6.39K ﹤0.01%
30
+3
812
$6.35K ﹤0.01%
+560
813
$6.34K ﹤0.01%
855
-1,670
814
$6.33K ﹤0.01%
33
-6
815
$6.25K ﹤0.01%
+332
816
$6.24K ﹤0.01%
32
+7
817
$6.24K ﹤0.01%
+678
818
$6.15K ﹤0.01%
61
+4
819
$6.1K ﹤0.01%
62
+4
820
$6.08K ﹤0.01%
57
821
$6.07K ﹤0.01%
218
822
$6.06K ﹤0.01%
93
823
$6.06K ﹤0.01%
165
824
$6.02K ﹤0.01%
561
825
$5.97K ﹤0.01%
70
+2
31 32
33
34 35