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
$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
326
$71.2K 0.02%
1,690
+16
327
$70.1K 0.02%
169
+1
328
$69.8K 0.02%
818
329
$69.6K 0.02%
527
+139
330
$69.5K 0.02%
587
+9
331
$69.5K 0.02%
2,400
+35
332
$69.2K 0.02%
442
333
$69.2K 0.02%
1,283
+11
334
$67.9K 0.02%
1,598
-13
335
$67.7K 0.02%
392
+6
336
$67.6K 0.02%
616
+9
337
$67.4K 0.02%
652
+35
338
$67.3K 0.02%
1,624
+15
339
$67.2K 0.02%
435
+5
340
$66.9K 0.02%
546
-140
341
$66.4K 0.02%
2,337
+14
342
$66.2K 0.02%
996
343
$65.5K 0.02%
1,409
+19
344
$65.3K 0.02%
1,977
+26
345
$64.9K 0.02%
1,910
+15
346
$64.9K 0.02%
334
+6
347
$64.8K 0.02%
860
+138
348
$64.5K 0.02%
741
+45
349
$64.4K 0.02%
309
+4
350
$64.3K 0.02%
2,117
12 13
14
15 16