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
526
$34.6K 0.01%
2,441
+36
527
$34.5K 0.01%
426
+15
528
$34.5K 0.01%
64
-1
529
$34.3K 0.01%
75
530
$34.3K 0.01%
108
+2
531
$34.3K 0.01%
1,512
+9
532
$34.3K 0.01%
669
+29
533
$34.2K 0.01%
446
+6
534
$34.1K 0.01%
493
+6
535
$34K 0.01%
1,852
+18
536
$34K 0.01%
5,551
+41
537
$33.9K 0.01%
786
+552
538
$33.5K 0.01%
3,057
+13
539
$33.4K 0.01%
68
+1
540
$33.4K 0.01%
412
+7
541
$33.1K 0.01%
1,248
+14
542
$33K 0.01%
530
+8
543
$32.8K 0.01%
1,202
+13
544
$32.7K 0.01%
340
-83
545
$32.6K 0.01%
321
+4
546
$32.5K 0.01%
1,054
547
$32.5K 0.01%
227
+5
548
$32.5K 0.01%
365
549
$32.4K 0.01%
1,302
-285
550
$32.4K 0.01%
121
-5
20 21
22
23 24