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
351
$64.3K 0.02%
635
+12
352
$64K 0.02%
1,312
+246
353
$63.6K 0.02%
1,864
-96
354
$63.4K 0.02%
704
+7
355
$63.1K 0.02%
548
356
$62.9K 0.02%
707
357
$62.8K 0.02%
1,343
+19
358
$62.6K 0.02%
760
+17
359
$62.3K 0.02%
2,064
+23
360
$62.2K 0.02%
584
+6
361
$61.8K 0.02%
436
+7
362
$61.3K 0.02%
575
+7
363
$61.1K 0.02%
249
+1
364
$60.6K 0.02%
477
+2
365
$60.5K 0.02%
372
366
$59.9K 0.02%
482
367
$59.9K 0.02%
573
368
$59.8K 0.02%
712
+46
369
$59.2K 0.02%
210
370
$59.1K 0.02%
358
+5
371
$58.9K 0.02%
4,474
+38
372
$58.9K 0.02%
694
+70
373
$58.8K 0.02%
365
+5
374
$58.7K 0.02%
813
+282
375
$57.9K 0.02%
1,903
-113
13 14
15
16 17