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
826
$5.94K ﹤0.01%
406
-64
827
$5.89K ﹤0.01%
371
828
$5.89K ﹤0.01%
127
829
$5.88K ﹤0.01%
100
-13
830
$5.83K ﹤0.01%
198
-998
831
$5.75K ﹤0.01%
69
+25
832
$5.74K ﹤0.01%
120
+100
833
$5.74K ﹤0.01%
417
-488
834
$5.7K ﹤0.01%
38
835
$5.7K ﹤0.01%
+1,108
836
$5.69K ﹤0.01%
373
-698
837
$5.68K ﹤0.01%
+287
838
$5.67K ﹤0.01%
111
839
$5.66K ﹤0.01%
209
-25
840
$5.57K ﹤0.01%
149
+133
841
$5.52K ﹤0.01%
148
+64
842
$5.52K ﹤0.01%
109
-246
843
$5.52K ﹤0.01%
474
-594
844
$5.51K ﹤0.01%
156
-48
845
$5.51K ﹤0.01%
37
+12
846
$5.5K ﹤0.01%
409
847
$5.47K ﹤0.01%
287
848
$5.46K ﹤0.01%
2,099
-4,401
849
$5.45K ﹤0.01%
+294
850
$5.43K ﹤0.01%
+497
32 33
34
35 36