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
901
$4.86K ﹤0.01%
+358
902
$4.86K ﹤0.01%
+212
903
$4.85K ﹤0.01%
140
+28
904
$4.84K ﹤0.01%
59
+50
905
$4.84K ﹤0.01%
234
-515
906
$4.83K ﹤0.01%
69
+7
907
$4.83K ﹤0.01%
411
+395
908
$4.81K ﹤0.01%
28
909
$4.8K ﹤0.01%
+150
910
$4.77K ﹤0.01%
22
-20
911
$4.76K ﹤0.01%
171
+42
912
$4.75K ﹤0.01%
169
-67
913
$4.75K ﹤0.01%
366
+41
914
$4.75K ﹤0.01%
+319
915
$4.75K ﹤0.01%
+197
916
$4.74K ﹤0.01%
357
-58
917
$4.71K ﹤0.01%
124
-5
918
$4.71K ﹤0.01%
398
919
$4.7K ﹤0.01%
+428
920
$4.69K ﹤0.01%
848
+119
921
$4.66K ﹤0.01%
170
922
$4.63K ﹤0.01%
53
923
$4.63K ﹤0.01%
455
924
$4.62K ﹤0.01%
+404
925
$4.62K ﹤0.01%
+160
35 36
37
38 39