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
201
$109K 0.06%
3,440
-220
202
$108K 0.06%
804
203
$106K 0.06%
+3,788
204
$106K 0.06%
3,080
+13
205
$105K 0.06%
4,164
206
$104K 0.05%
8,505
+28
207
$103K 0.05%
1,270
208
$102K 0.05%
277
209
$101K 0.05%
3,895
+146
210
$99.4K 0.05%
1,447
211
$97.5K 0.05%
4,072
212
$96.6K 0.05%
577
+377
213
$96.4K 0.05%
966
214
$95.1K 0.05%
1,533
+9
215
$92.7K 0.05%
2,172
-59
216
$92.2K 0.05%
823
+3
217
$91.7K 0.05%
3,014
-376
218
$89.3K 0.05%
2,190
+27
219
$88.5K 0.05%
3,625
220
$87.9K 0.05%
1,423
221
$85.6K 0.04%
4,446
222
$85.5K 0.04%
3,030
223
$85.2K 0.04%
167
-2
224
$83.1K 0.04%
1,464
225
$80.5K 0.04%
1,063
+5
7 8
9
10 11