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
1076
$1.71K ﹤0.01%
21
1077
$1.67K ﹤0.01%
108
1078
$1.65K ﹤0.01%
9
-6
1079
$1.62K ﹤0.01%
32
-98
1080
$1.6K ﹤0.01%
30
1081
$1.59K ﹤0.01%
44
-93
1082
$1.59K ﹤0.01%
21
+6
1083
$1.55K ﹤0.01%
39
+9
1084
$1.55K ﹤0.01%
34
-7
1085
$1.53K ﹤0.01%
153
-69
1086
$1.53K ﹤0.01%
15
+9
1087
$1.52K ﹤0.01%
17
+13
1088
$1.52K ﹤0.01%
298
+16
1089
$1.51K ﹤0.01%
22
+6
1090
$1.46K ﹤0.01%
80
1091
$1.45K ﹤0.01%
100
1092
$1.41K ﹤0.01%
34
+12
1093
$1.4K ﹤0.01%
24
-13
1094
$1.4K ﹤0.01%
49
-533
1095
$1.39K ﹤0.01%
+10
1096
$1.37K ﹤0.01%
26
1097
$1.33K ﹤0.01%
11
+2
1098
$1.33K ﹤0.01%
9
-7
1099
$1.31K ﹤0.01%
30
1100
$1.29K ﹤0.01%
+33
42 43
44
45 46