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
276
$92.2K 0.03%
1,524
277
$92.2K 0.03%
2,368
+19
278
$91.6K 0.03%
177
279
$91.5K 0.03%
2,103
+17
280
$91.3K 0.03%
1,529
+59
281
$89.3K 0.03%
6,482
-287
282
$89.2K 0.03%
1,197
+13
283
$88.7K 0.03%
5,676
+74
284
$88.4K 0.03%
1,801
-95
285
$88K 0.03%
1,442
+16
286
$87.5K 0.03%
294
+1
287
$86.9K 0.03%
576
+7
288
$86.8K 0.03%
1,400
-37
289
$86.5K 0.03%
881
+12
290
$86.3K 0.03%
102
+1
291
$85.9K 0.03%
2,390
+22
292
$85.2K 0.03%
4,618
-25
293
$84.7K 0.03%
3,255
+18
294
$84.1K 0.03%
744
+7
295
$83.4K 0.03%
2,837
+26
296
$83K 0.03%
465
-63
297
$82.7K 0.03%
1,481
+14
298
$82.3K 0.03%
904
+10
299
$82.2K 0.03%
309
+4
300
$81.8K 0.03%
423
+14
10 11
12
13 14