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
1301
– –
-2,423
1302
– –
-786
1303
– –
-481
1304
– –
-46
1305
– –
-92
1306
– –
-449
1307
– –
-268
1308
– –
-314
1309
– –
-1,966
1310
– –
-365
1311
– –
-10
1312
– –
-67
1313
– –
-373
1314
– –
-267
1315
– –
-1,144
1316
– –
-316
49 50 51 52
53