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
851
$5.39K ﹤0.01%
38
+35
852
$5.38K ﹤0.01%
200
853
$5.34K ﹤0.01%
396
854
$5.32K ﹤0.01%
+198
855
$5.31K ﹤0.01%
300
+33
856
$5.31K ﹤0.01%
292
-521
857
$5.31K ﹤0.01%
1,364
-98
858
$5.3K ﹤0.01%
61
+4
859
$5.3K ﹤0.01%
232
+21
860
$5.3K ﹤0.01%
310
+34
861
$5.3K ﹤0.01%
+2,378
862
$5.28K ﹤0.01%
+260
863
$5.28K ﹤0.01%
+1,715
864
$5.27K ﹤0.01%
123
-61
865
$5.27K ﹤0.01%
190
866
$5.24K ﹤0.01%
+274
867
$5.24K ﹤0.01%
+197
868
$5.23K ﹤0.01%
206
-320
869
$5.22K ﹤0.01%
56
870
$5.21K ﹤0.01%
86
-222
871
$5.2K ﹤0.01%
177
-25
872
$5.2K ﹤0.01%
244
873
$5.18K ﹤0.01%
356
-5
874
$5.16K ﹤0.01%
59
-2
875
$5.14K ﹤0.01%
492
-275
33 34
35
36 37