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
251
$106K 0.04%
1,394
252
$105K 0.04%
3,161
+1,050
253
$104K 0.03%
729
+9
254
$104K 0.03%
4,526
+80
255
$103K 0.03%
1,183
256
$103K 0.03%
613
257
$103K 0.03%
837
258
$103K 0.03%
4,820
259
$103K 0.03%
608
+8
260
$102K 0.03%
829
+7
261
$101K 0.03%
3,103
-3
262
$100K 0.03%
2,994
263
$99.7K 0.03%
2,986
264
$98K 0.03%
818
-12
265
$97.8K 0.03%
372
+24
266
$97.4K 0.03%
181
267
$96.9K 0.03%
355
+4
268
$96.4K 0.03%
1,593
+15
269
$96.2K 0.03%
1,191
270
$96K 0.03%
4,382
-2,041
271
$94.8K 0.03%
1,018
+13
272
$94.7K 0.03%
444
+2
273
$93.3K 0.03%
2,046
+20
274
$92.8K 0.03%
795
+93
275
$92.8K 0.03%
668
9 10
11
12 13