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
1151
$666 ﹤0.01%
32
+16
1152
$642 ﹤0.01%
20
1153
$606 ﹤0.01%
18
1154
$573 ﹤0.01%
10
1155
$573 ﹤0.01%
+3
1156
$570 ﹤0.01%
15
-4
1157
$558 ﹤0.01%
17
1158
$522 ﹤0.01%
20
-41
1159
$518 ﹤0.01%
11
1160
$513 ﹤0.01%
26
1161
$507 ﹤0.01%
18
-18
1162
$501 ﹤0.01%
18
1163
$487 ﹤0.01%
+5
1164
$480 ﹤0.01%
19
1165
$474 ﹤0.01%
+3
1166
$472 ﹤0.01%
14
+10
1167
$470 ﹤0.01%
9
+4
1168
$470 ﹤0.01%
8
1169
$460 ﹤0.01%
3
1170
$458 ﹤0.01%
+15
1171
$441 ﹤0.01%
51
1172
$432 ﹤0.01%
+5
1173
$427 ﹤0.01%
3
1174
$421 ﹤0.01%
8
1175
$389 ﹤0.01%
+3
45 46
47
48 49