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
376
$57.9K 0.02%
2,119
+34
377
$57.8K 0.02%
843
+12
378
$57.1K 0.02%
2,344
+23
379
$56.5K 0.02%
109
380
$56.2K 0.02%
3,361
+17
381
$56.2K 0.02%
267
+4
382
$56.1K 0.02%
766
+11
383
$55.5K 0.02%
758
+12
384
$54.9K 0.02%
321
-50
385
$54.6K 0.02%
1,542
+18
386
$54.4K 0.02%
873
+11
387
$53.7K 0.02%
921
388
$53.3K 0.02%
1,178
389
$53.3K 0.02%
557
+7
390
$52.8K 0.02%
2,020
+25
391
$52.7K 0.02%
1,428
+82
392
$52.7K 0.02%
1,788
+71
393
$52.7K 0.02%
366
+96
394
$52.7K 0.02%
1,367
+6
395
$52.6K 0.02%
850
+10
396
$52.4K 0.02%
199
+2
397
$52.4K 0.02%
804
398
$52.2K 0.02%
2,143
+248
399
$52K 0.02%
175
+2
400
$51.8K 0.02%
412
+3
14 15
16
17 18