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
876
$5.14K ﹤0.01%
223
+19
877
$5.13K ﹤0.01%
78
-37
878
$5.12K ﹤0.01%
151
+15
879
$5.09K ﹤0.01%
49
+5
880
$5.07K ﹤0.01%
497
881
$5.07K ﹤0.01%
154
+60
882
$5.06K ﹤0.01%
56
+5
883
$5.04K ﹤0.01%
231
-323
884
$5.03K ﹤0.01%
20
+4
885
$5.03K ﹤0.01%
444
+102
886
$5.02K ﹤0.01%
65
+1
887
$5.02K ﹤0.01%
120
+21
888
$5.01K ﹤0.01%
+140
889
$5K ﹤0.01%
214
890
$5K ﹤0.01%
514
-884
891
$4.98K ﹤0.01%
+1,931
892
$4.97K ﹤0.01%
256
893
$4.95K ﹤0.01%
429
-1,814
894
$4.94K ﹤0.01%
285
895
$4.92K ﹤0.01%
269
+67
896
$4.91K ﹤0.01%
706
-760
897
$4.91K ﹤0.01%
307
898
$4.88K ﹤0.01%
220
+41
899
$4.88K ﹤0.01%
+350
900
$4.87K ﹤0.01%
151
+31
34 35
36
37 38