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
+$908K
2
+$382K
3
+$373K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$369K
5
VB icon
Vanguard Small-Cap ETF
VB
+$314K

Top Sells

1
+$335K
2
+$271K
3
+$189K
4
BP icon
BP
BP
+$181K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$171K

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
1126
$963 ﹤0.01%
34
1127
$963 ﹤0.01%
8
1128
$958 ﹤0.01%
57
+14
1129
$941 ﹤0.01%
7
-1
1130
$928 ﹤0.01%
12
+7
1131
$916 ﹤0.01%
25
-56
1132
$905 ﹤0.01%
+31
1133
$905 ﹤0.01%
18
+8
1134
$900 ﹤0.01%
128
1135
$894 ﹤0.01%
43
1136
$875 ﹤0.01%
+3
1137
$873 ﹤0.01%
17
1138
$864 ﹤0.01%
9
+4
1139
$836 ﹤0.01%
9
-28
1140
$829 ﹤0.01%
30
1141
$817 ﹤0.01%
29
1142
$790 ﹤0.01%
158
-135
1143
$776 ﹤0.01%
14
+2
1144
$767 ﹤0.01%
6
+3
1145
$746 ﹤0.01%
8
1146
$741 ﹤0.01%
13
+8
1147
$713 ﹤0.01%
+37
1148
$703 ﹤0.01%
20
-55
1149
$689 ﹤0.01%
25
1150
$687 ﹤0.01%
20
44 45
46
47 48