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
576
$30.1K 0.01%
664
+6
577
$30.1K 0.01%
692
578
$30.1K 0.01%
1,629
+29
579
$30.1K 0.01%
136
580
$30.1K 0.01%
100
-5
581
$30K 0.01%
1,395
-238
582
$30K 0.01%
2,041
+34
583
$30K 0.01%
416
+157
584
$29.8K 0.01%
2,416
+51
585
$29.6K 0.01%
1,495
-135
586
$29.5K 0.01%
1,351
+21
587
$29.5K 0.01%
+891
588
$29.4K 0.01%
2,171
-189
589
$29.3K 0.01%
401
+6
590
$29.2K 0.01%
667
+9
591
$29.2K 0.01%
638
-131
592
$29.1K 0.01%
560
+124
593
$29.1K 0.01%
81
+3
594
$28.9K 0.01%
185
-1
595
$28.9K 0.01%
1,673
+16
596
$28.7K 0.01%
676
+12
597
$28.6K 0.01%
289
+104
598
$28.6K 0.01%
3,040
+16
599
$28.5K 0.01%
87
+1
600
$28.5K 0.01%
1,226
22 23
24
25 26