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
951
$4.23K ﹤0.01%
51
952
$4.2K ﹤0.01%
138
953
$4.17K ﹤0.01%
352
954
$4.17K ﹤0.01%
43
955
$4.15K ﹤0.01%
23
956
$4.14K ﹤0.01%
+602
957
$4.13K ﹤0.01%
198
+39
958
$4.12K ﹤0.01%
60
959
$4.11K ﹤0.01%
52
+41
960
$4.11K ﹤0.01%
+74
961
$4.08K ﹤0.01%
38
962
$4.06K ﹤0.01%
67
+9
963
$4.05K ﹤0.01%
132
+36
964
$4.03K ﹤0.01%
33
965
$3.99K ﹤0.01%
98
+5
966
$3.96K ﹤0.01%
834
967
$3.95K ﹤0.01%
224
-404
968
$3.92K ﹤0.01%
389
+3
969
$3.86K ﹤0.01%
+869
970
$3.84K ﹤0.01%
14
+8
971
$3.84K ﹤0.01%
464
-17
972
$3.82K ﹤0.01%
34
+9
973
$3.81K ﹤0.01%
192
+12
974
$3.77K ﹤0.01%
+91
975
$3.73K ﹤0.01%
23
-6
37 38
39
40 41