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
1026
$2.6K ﹤0.01%
145
1027
$2.6K ﹤0.01%
40
1028
$2.58K ﹤0.01%
65
1029
$2.57K ﹤0.01%
102
1030
$2.55K ﹤0.01%
33
-6
1031
$2.54K ﹤0.01%
+10
1032
$2.52K ﹤0.01%
+41
1033
$2.5K ﹤0.01%
34
-6
1034
$2.47K ﹤0.01%
20
1035
$2.47K ﹤0.01%
51
1036
$2.46K ﹤0.01%
67
+26
1037
$2.46K ﹤0.01%
20
+2
1038
$2.45K ﹤0.01%
31
1039
$2.45K ﹤0.01%
85
+52
1040
$2.44K ﹤0.01%
35
-5
1041
$2.4K ﹤0.01%
80
-30
1042
$2.39K ﹤0.01%
+322
1043
$2.39K ﹤0.01%
+91
1044
$2.36K ﹤0.01%
69
-90
1045
$2.34K ﹤0.01%
72
+10
1046
$2.33K ﹤0.01%
108
-24
1047
$2.31K ﹤0.01%
46
+34
1048
$2.3K ﹤0.01%
88
-20
1049
$2.27K ﹤0.01%
132
+6
1050
$2.18K ﹤0.01%
21
40 41
42
43 44