SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$2.56M 0.85%
52,487
+555
27
$2.53M 0.84%
7,185
+60
28
$2.4M 0.8%
16,600
29
$2.31M 0.77%
8,935
30
$2.16M 0.72%
6,421
+44
31
$2.08M 0.69%
77,694
-975
32
$2.04M 0.68%
12,450
+35
33
$2.02M 0.67%
23,150
-43
34
$1.82M 0.61%
15,541
+573
35
$1.72M 0.57%
7,601
+869
36
$1.61M 0.54%
29,168
+582
37
$1.57M 0.52%
20,465
+202
38
$1.54M 0.51%
5,048
-15
39
$1.43M 0.48%
15,330
+24
40
$1.4M 0.47%
6,441
+74
41
$1.37M 0.46%
23,222
-84
42
$1.37M 0.46%
46,600
+2,960
43
$1.3M 0.43%
5,091
+879
44
$1.29M 0.43%
10,484
45
$1.25M 0.42%
2,484
+3
46
$1.21M 0.41%
88,347
-29,956
47
$1.18M 0.39%
19,935
+615
48
$1.15M 0.38%
3,854
-13
49
$1.12M 0.37%
6,471
+381
50
$991K 0.33%
19,071
+135
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2
3 4 5