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
+$1.74M
2
+$291K
3
+$290K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$220K
5
MSFT icon
Microsoft
MSFT
+$217K

Top Sells

1
+$570K
2
+$549K
3
+$416K
4
GIS icon
General Mills
GIS
+$199K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$182K

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
501
$38K 0.01%
477
+6
502
$37.9K 0.01%
412
+5
503
$37.4K 0.01%
935
+58
504
$37.2K 0.01%
1,259
+23
505
$37.2K 0.01%
506
+23
506
$37K 0.01%
669
+8
507
$37K 0.01%
209
508
$36.7K 0.01%
383
+7
509
$36.6K 0.01%
428
+2
510
$36.4K 0.01%
1,889
511
$36.4K 0.01%
411
+8
512
$36.3K 0.01%
1,001
+11
513
$36.3K 0.01%
723
+13
514
$36.1K 0.01%
752
+12
515
$36K 0.01%
1,037
+13
516
$36K 0.01%
781
+14
517
$35.7K 0.01%
1,413
+14
518
$35.7K 0.01%
755
+5
519
$35.5K 0.01%
2,206
+17
520
$35.5K 0.01%
1,116
521
$35.1K 0.01%
409
+32
522
$35K 0.01%
730
523
$35K 0.01%
507
-3
524
$35K 0.01%
765
+81
525
$34.6K 0.01%
462
+8
19 20
21
22 23