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
576
$30.2K 0.01%
237
+7
577
$30.1K 0.01%
664
+6
578
$30.1K 0.01%
692
579
$30.1K 0.01%
1,629
+29
580
$30.1K 0.01%
136
581
$30.1K 0.01%
100
-5
582
$30K 0.01%
1,395
-238
583
$30K 0.01%
2,041
+34
584
$30K 0.01%
416
+157
585
$29.8K 0.01%
2,416
+51
586
$29.6K 0.01%
1,495
-135
587
$29.5K 0.01%
1,351
+21
588
$29.5K 0.01%
+891
589
$29.4K 0.01%
2,171
-189
590
$29.3K 0.01%
401
+6
591
$29.2K 0.01%
667
+9
592
$29.2K 0.01%
638
-131
593
$29.1K 0.01%
560
+124
594
$29.1K 0.01%
81
+3
595
$28.9K 0.01%
185
-1
596
$28.9K 0.01%
1,673
+16
597
$28.7K 0.01%
676
+12
598
$28.6K 0.01%
289
+104
599
$28.6K 0.01%
3,040
+16
600
$28.5K 0.01%
87
+1
22 23
24
25 26