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
301
$80.8K 0.03%
704
302
$80.8K 0.03%
1,242
303
$80K 0.03%
861
-4
304
$79.9K 0.03%
845
+9
305
$78.8K 0.03%
4,350
+43
306
$78.4K 0.03%
2,084
-197
307
$77.2K 0.03%
752
+10
308
$76.6K 0.03%
332
+4
309
$76.4K 0.03%
4,335
+63
310
$75.5K 0.03%
3,501
+41
311
$75.2K 0.03%
257
312
$75.1K 0.03%
634
313
$74.4K 0.02%
3,577
+61
314
$73.4K 0.02%
506
-6
315
$73.2K 0.02%
842
+8
316
$73.2K 0.02%
3,073
+30
317
$73.1K 0.02%
1,275
+11
318
$73.1K 0.02%
707
+9
319
$72K 0.02%
369
+5
320
$72K 0.02%
883
+10
321
$72K 0.02%
654
+5
322
$71.9K 0.02%
+298
323
$71.9K 0.02%
2,260
+8
324
$71.9K 0.02%
1,007
+16
325
$71.8K 0.02%
2,860
+21
11 12
13
14 15