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
1126
$977 ﹤0.01%
7
+3
1127
$963 ﹤0.01%
34
1128
$963 ﹤0.01%
8
1129
$958 ﹤0.01%
57
+14
1130
$941 ﹤0.01%
7
-1
1131
$928 ﹤0.01%
12
+7
1132
$916 ﹤0.01%
25
-56
1133
$905 ﹤0.01%
+31
1134
$905 ﹤0.01%
18
+8
1135
$900 ﹤0.01%
128
1136
$894 ﹤0.01%
43
1137
$875 ﹤0.01%
+3
1138
$873 ﹤0.01%
17
1139
$864 ﹤0.01%
9
+4
1140
$836 ﹤0.01%
9
-28
1141
$829 ﹤0.01%
30
1142
$817 ﹤0.01%
29
1143
$790 ﹤0.01%
158
-135
1144
$776 ﹤0.01%
14
+2
1145
$767 ﹤0.01%
6
+3
1146
$746 ﹤0.01%
8
1147
$741 ﹤0.01%
13
+8
1148
$713 ﹤0.01%
+37
1149
$703 ﹤0.01%
20
-55
1150
$689 ﹤0.01%
25
44 45
46
47 48