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
401
$51.8K 0.02%
1,246
+19
402
$51.7K 0.02%
+1,698
403
$51.5K 0.02%
922
+12
404
$51.4K 0.02%
2,633
+17
405
$51.2K 0.02%
317
+10
406
$51K 0.02%
967
407
$50.9K 0.02%
1,765
+27
408
$50.7K 0.02%
+1,634
409
$50.6K 0.02%
467
410
$50.3K 0.02%
222
411
$50.3K 0.02%
1,184
+15
412
$50.3K 0.02%
3,174
+50
413
$50.2K 0.02%
948
+15
414
$50.1K 0.02%
1,184
+23
415
$49.9K 0.02%
121
416
$49.9K 0.02%
1,045
417
$49.9K 0.02%
3,559
+52
418
$49.7K 0.02%
203
+3
419
$49.3K 0.02%
353
+5
420
$49.2K 0.02%
573
+37
421
$49.2K 0.02%
460
+4
422
$49.2K 0.02%
2,308
423
$49K 0.02%
234
+3
424
$48.7K 0.02%
4,989
+29
425
$48.1K 0.02%
962
+14
15 16
17
18 19