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
1001
$3.05K ﹤0.01%
+19
1002
$3.04K ﹤0.01%
263
-70
1003
$3.03K ﹤0.01%
67
1004
$3.02K ﹤0.01%
85
-13
1005
$3.01K ﹤0.01%
33
1006
$2.97K ﹤0.01%
28
-87
1007
$2.92K ﹤0.01%
178
+78
1008
$2.88K ﹤0.01%
38
+15
1009
$2.88K ﹤0.01%
86
1010
$2.87K ﹤0.01%
52
1011
$2.87K ﹤0.01%
63
+25
1012
$2.84K ﹤0.01%
+81
1013
$2.81K ﹤0.01%
9
-3
1014
$2.8K ﹤0.01%
90
1015
$2.8K ﹤0.01%
141
+75
1016
$2.78K ﹤0.01%
94
1017
$2.76K ﹤0.01%
75
-85
1018
$2.74K ﹤0.01%
82
-12
1019
$2.71K ﹤0.01%
+215
1020
$2.71K ﹤0.01%
+31
1021
$2.69K ﹤0.01%
33
+7
1022
$2.66K ﹤0.01%
60
+7
1023
$2.64K ﹤0.01%
+16
1024
$2.64K ﹤0.01%
36
+22
1025
$2.63K ﹤0.01%
27
39 40
41
42 43