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
1101
$1.27K ﹤0.01%
13
+9
1102
$1.24K ﹤0.01%
33
1103
$1.24K ﹤0.01%
29
1104
$1.23K ﹤0.01%
36
-35
1105
$1.22K ﹤0.01%
7
+4
1106
$1.21K ﹤0.01%
91
+74
1107
$1.19K ﹤0.01%
15
-19
1108
$1.18K ﹤0.01%
6
1109
$1.16K ﹤0.01%
41
-6
1110
$1.16K ﹤0.01%
70
+58
1111
$1.14K ﹤0.01%
21
1112
$1.12K ﹤0.01%
+60
1113
$1.09K ﹤0.01%
19
-13
1114
$1.09K ﹤0.01%
+17
1115
$1.09K ﹤0.01%
22
1116
$1.08K ﹤0.01%
100
-20
1117
$1.08K ﹤0.01%
91
1118
$1.05K ﹤0.01%
+68
1119
$1.04K ﹤0.01%
18
1120
$1.03K ﹤0.01%
19
1121
$1.03K ﹤0.01%
29
+23
1122
$1.02K ﹤0.01%
16
-10
1123
$1K ﹤0.01%
+3
1124
$988 ﹤0.01%
+5
1125
$987 ﹤0.01%
39
-5,238
43 44
45
46 47