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
1151
$687 ﹤0.01%
20
1152
$666 ﹤0.01%
32
+16
1153
$642 ﹤0.01%
20
1154
$606 ﹤0.01%
18
1155
$573 ﹤0.01%
10
1156
$573 ﹤0.01%
+3
1157
$570 ﹤0.01%
15
-4
1158
$558 ﹤0.01%
17
1159
$522 ﹤0.01%
20
-41
1160
$518 ﹤0.01%
11
1161
$513 ﹤0.01%
26
1162
$507 ﹤0.01%
18
-18
1163
$501 ﹤0.01%
18
1164
$487 ﹤0.01%
+5
1165
$480 ﹤0.01%
19
1166
$474 ﹤0.01%
+3
1167
$472 ﹤0.01%
14
+10
1168
$470 ﹤0.01%
9
+4
1169
$470 ﹤0.01%
8
1170
$460 ﹤0.01%
3
1171
$458 ﹤0.01%
+15
1172
$441 ﹤0.01%
51
1173
$432 ﹤0.01%
+5
1174
$427 ﹤0.01%
3
1175
$421 ﹤0.01%
8
45 46
47
48 49