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
476
$41.6K 0.01%
2,205
+15
477
$41.4K 0.01%
666
478
$41.2K 0.01%
261
+3
479
$41.2K 0.01%
335
+7
480
$41.2K 0.01%
1,284
+7
481
$41.2K 0.01%
476
+10
482
$41K 0.01%
681
+90
483
$40.8K 0.01%
202
484
$40.8K 0.01%
1,136
-22
485
$40.7K 0.01%
1,667
+8
486
$40.3K 0.01%
698
+4
487
$40.2K 0.01%
472
488
$39.8K 0.01%
19
-1
489
$39.8K 0.01%
991
+58
490
$39.5K 0.01%
1,469
+5
491
$39.3K 0.01%
963
+58
492
$39.2K 0.01%
797
+7
493
$39.1K 0.01%
2,561
+32
494
$39.1K 0.01%
1,512
495
$38.9K 0.01%
1,189
+18
496
$38.8K 0.01%
823
+8
497
$38.5K 0.01%
2,543
+61
498
$38.3K 0.01%
263
+3
499
$38.2K 0.01%
580
500
$38.1K 0.01%
510
+5
18 19
20
21 22