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
926
$4.6K ﹤0.01%
+499
927
$4.56K ﹤0.01%
144
928
$4.56K ﹤0.01%
180
-3
929
$4.54K ﹤0.01%
210
930
$4.53K ﹤0.01%
635
-2,095
931
$4.52K ﹤0.01%
385
932
$4.51K ﹤0.01%
+452
933
$4.45K ﹤0.01%
36
+3
934
$4.42K ﹤0.01%
+723
935
$4.42K ﹤0.01%
138
936
$4.42K ﹤0.01%
118
-5
937
$4.41K ﹤0.01%
81
+55
938
$4.4K ﹤0.01%
690
939
$4.37K ﹤0.01%
+295
940
$4.37K ﹤0.01%
+514
941
$4.36K ﹤0.01%
314
942
$4.36K ﹤0.01%
47
+3
943
$4.34K ﹤0.01%
21
944
$4.33K ﹤0.01%
190
945
$4.28K ﹤0.01%
22
946
$4.26K ﹤0.01%
979
947
$4.26K ﹤0.01%
121
+5
948
$4.25K ﹤0.01%
276
949
$4.25K ﹤0.01%
42
+4
950
$4.24K ﹤0.01%
+837
36 37
38
39 40