SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,715
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$300K
3
+$294K
4
MSFT icon
Microsoft
MSFT
+$225K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$224K

Top Sells

1
+$604K
2
+$569K
3
+$412K
4
GIS icon
General Mills
GIS
+$211K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$187K

Sector Composition

1 Technology 17.49%
2 Financials 10.67%
3 Healthcare 10.6%
4 Consumer Discretionary 7.29%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$129K 0.04%
905
-5
227
$127K 0.04%
2,240
-65
228
$127K 0.04%
795
+8
229
$127K 0.04%
825
+8
230
$123K 0.04%
192
231
$122K 0.04%
1,679
232
$119K 0.04%
1,346
+18
233
$119K 0.04%
1,057
+381
234
$118K 0.04%
3,871
235
$118K 0.04%
1,094
236
$114K 0.04%
2,927
237
$114K 0.04%
1,226
+6
238
$113K 0.04%
173
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239
$111K 0.04%
2,340
-5
240
$110K 0.04%
1,406
-15
241
$110K 0.04%
2,673
+13
242
$110K 0.04%
5,201
-1,652
243
$109K 0.04%
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-5
244
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420
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245
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1,515
246
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838
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247
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836
+10
248
$107K 0.04%
6,010
-211
249
$107K 0.04%
592
+10
250
$107K 0.04%
1,485
+25
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