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
176
$137K 0.07%
2,504
-19
177
$136K 0.07%
4,030
+38
178
$136K 0.07%
592
+3
179
$135K 0.07%
3,528
-198
180
$134K 0.07%
+1,627
181
$134K 0.07%
5,903
182
$133K 0.07%
1,004
+3
183
$133K 0.07%
662
184
$133K 0.07%
3,599
-221
185
$132K 0.07%
341
186
$128K 0.07%
1,049
+9
187
$128K 0.07%
1,669
+4
188
$127K 0.07%
2,777
-90
189
$127K 0.07%
826
+17
190
$126K 0.07%
2,323
+5
191
$124K 0.06%
11,134
+38
192
$123K 0.06%
4,683
+11
193
$120K 0.06%
1,405
+28
194
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1,416
195
$120K 0.06%
849
+4
196
$118K 0.06%
1,051
-70
197
$116K 0.06%
374
+3
198
$113K 0.06%
1,387
-60
199
$111K 0.06%
1,493
-1
200
$110K 0.06%
3,024
-211
6 7
8
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