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
+$908K
2
+$382K
3
+$373K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$369K
5
VB icon
Vanguard Small-Cap ETF
VB
+$314K

Top Sells

1
+$335K
2
+$271K
3
+$189K
4
BP icon
BP
BP
+$181K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$171K

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
851
$5.38K ﹤0.01%
200
852
$5.34K ﹤0.01%
396
853
$5.32K ﹤0.01%
+198
854
$5.31K ﹤0.01%
300
+33
855
$5.31K ﹤0.01%
1,364
-98
856
$5.31K ﹤0.01%
292
-521
857
$5.3K ﹤0.01%
61
+4
858
$5.3K ﹤0.01%
232
+21
859
$5.3K ﹤0.01%
310
+34
860
$5.3K ﹤0.01%
+2,378
861
$5.28K ﹤0.01%
+260
862
$5.28K ﹤0.01%
+1,715
863
$5.27K ﹤0.01%
123
-61
864
$5.27K ﹤0.01%
190
865
$5.24K ﹤0.01%
+274
866
$5.24K ﹤0.01%
+197
867
$5.23K ﹤0.01%
206
-320
868
$5.22K ﹤0.01%
56
869
$5.21K ﹤0.01%
86
-222
870
$5.2K ﹤0.01%
177
-25
871
$5.2K ﹤0.01%
244
872
$5.18K ﹤0.01%
356
-5
873
$5.16K ﹤0.01%
59
-2
874
$5.14K ﹤0.01%
492
-275
875
$5.14K ﹤0.01%
223
+19
33 34
35
36 37