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
1051
$2.18K ﹤0.01%
25
1052
$2.13K ﹤0.01%
25
+19
1053
$2.09K ﹤0.01%
68
-28
1054
$2.09K ﹤0.01%
2
1055
$2.07K ﹤0.01%
40
-54
1056
$2.07K ﹤0.01%
47
-21
1057
$2.05K ﹤0.01%
21
-30
1058
$2.03K ﹤0.01%
42
+24
1059
$1.99K ﹤0.01%
20
+8
1060
$1.97K ﹤0.01%
92
+78
1061
$1.93K ﹤0.01%
100
1062
$1.89K ﹤0.01%
81
1063
$1.89K ﹤0.01%
73
-98
1064
$1.88K ﹤0.01%
89
1065
$1.88K ﹤0.01%
267
-32
1066
$1.87K ﹤0.01%
25
1067
$1.85K ﹤0.01%
205
+65
1068
$1.85K ﹤0.01%
151
+78
1069
$1.85K ﹤0.01%
24
1070
$1.84K ﹤0.01%
18
-30
1071
$1.84K ﹤0.01%
+10
1072
$1.8K ﹤0.01%
47
1073
$1.76K ﹤0.01%
17
1074
$1.73K ﹤0.01%
138
+70
1075
$1.72K ﹤0.01%
108
41 42
43
44 45