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
426
$47.9K 0.02%
2,305
-120
427
$47.7K 0.02%
745
+190
428
$47.3K 0.02%
2,833
429
$47.3K 0.02%
1,077
+5
430
$47.3K 0.02%
428
+4
431
$47.3K 0.02%
10,144
+238
432
$47.2K 0.02%
900
433
$46.9K 0.02%
494
+5
434
$46.6K 0.02%
1,001
+9
435
$46.4K 0.02%
1,576
+15
436
$46.1K 0.02%
2,199
+24
437
$45.9K 0.02%
635
-25
438
$45.9K 0.02%
1,936
+134
439
$45.8K 0.02%
688
-174
440
$45.8K 0.02%
637
+12
441
$45.7K 0.02%
1,218
+12
442
$45.7K 0.02%
538
+10
443
$45.6K 0.02%
1,027
+11
444
$45.6K 0.02%
3,425
+30
445
$45.4K 0.02%
1,156
446
$45.4K 0.02%
637
+10
447
$45.3K 0.02%
3,377
+51
448
$45.2K 0.02%
1,032
449
$45.1K 0.02%
2,108
+28
450
$45.1K 0.02%
1,566
+22
16 17
18
19 20