SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Est. Return
20.54%
This Fund
S&P 500
1 Year Est. Return
+20.54%
AUM
$300M
AUM Growth
+$29M
(+11%)
Holding
1,715
Top Buys
| 1 | +$1.8M | |
| 2 | +$300K | |
| 3 | +$294K | |
| 4 |
Microsoft
MSFT
|
+$225K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$224K |
Top Sells
| 1 | +$604K | |
| 2 | +$569K | |
| 3 | +$412K | |
| 4 |
General Mills
GIS
|
+$211K |
| 5 |
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% |