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
551
$32.2K 0.01%
647
-7
552
$32.2K 0.01%
786
+12
553
$32K 0.01%
368
554
$31.9K 0.01%
841
+408
555
$31.6K 0.01%
805
+12
556
$31.5K 0.01%
284
+6
557
$31.4K 0.01%
1,350
+7
558
$31.4K 0.01%
1,139
+20
559
$31.4K 0.01%
375
+6
560
$31.3K 0.01%
1,390
+18
561
$31.2K 0.01%
1,859
562
$31.1K 0.01%
410
+5
563
$31K 0.01%
88
564
$31K 0.01%
673
+6
565
$30.9K 0.01%
762
566
$30.8K 0.01%
193
+2
567
$30.7K 0.01%
552
568
$30.7K 0.01%
461
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569
$30.7K 0.01%
+602
570
$30.7K 0.01%
83
+1
571
$30.6K 0.01%
1,060
+16
572
$30.6K 0.01%
4,783
573
$30.5K 0.01%
575
+4
574
$30.4K 0.01%
808
575
$30.2K 0.01%
237
+7
21 22
23
24 25