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
601
$28.5K 0.01%
1,226
602
$28.4K 0.01%
495
+7
603
$28.3K 0.01%
527
+23
604
$28.2K 0.01%
151
+8
605
$28.2K 0.01%
280
+18
606
$28.1K 0.01%
463
+9
607
$28.1K 0.01%
480
608
$28K 0.01%
953
+10
609
$27.9K 0.01%
802
610
$27.9K 0.01%
183
611
$27.9K 0.01%
1,824
+12
612
$27.9K 0.01%
113
613
$27.9K 0.01%
670
614
$27.8K 0.01%
1,359
+28
615
$27.5K 0.01%
+154
616
$27.5K 0.01%
472
+8
617
$27.4K 0.01%
701
+36
618
$27.3K 0.01%
1,712
+34
619
$26.7K 0.01%
565
+130
620
$26.7K 0.01%
1,031
621
$26.6K 0.01%
283
+51
622
$26.5K 0.01%
364
+7
623
$26.5K 0.01%
755
+371
624
$26.5K 0.01%
1,120
+8
625
$26.4K 0.01%
762
+109
23 24
25
26 27