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
451
$44.7K 0.01%
195
452
$44.6K 0.01%
736
+12
453
$44.5K 0.01%
642
+6
454
$44.4K 0.01%
1,945
+24
455
$44.3K 0.01%
162
456
$44.2K 0.01%
1,438
+17
457
$44.1K 0.01%
739
+7
458
$44.1K 0.01%
100
+5
459
$43.9K 0.01%
910
+11
460
$43.8K 0.01%
281
+6
461
$43.7K 0.01%
1,729
-961
462
$43.3K 0.01%
765
-75
463
$43.3K 0.01%
1,109
464
$43.2K 0.01%
464
+3
465
$43.2K 0.01%
996
+17
466
$43.1K 0.01%
994
467
$43K 0.01%
124
468
$42.9K 0.01%
457
+3
469
$42.6K 0.01%
576
+4
470
$42.1K 0.01%
748
471
$42.1K 0.01%
284
472
$42K 0.01%
744
+11
473
$42K 0.01%
1,634
+13
474
$42K 0.01%
3,185
+27
475
$41.6K 0.01%
866
+14
17 18
19
20 21