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
626
$26.2K 0.01%
103
627
$26.2K 0.01%
2,853
628
$26.1K 0.01%
1,418
+31
629
$26K 0.01%
287
630
$26K 0.01%
1,104
+7
631
$25.9K 0.01%
428
632
$25.9K 0.01%
950
-65
633
$25.7K 0.01%
1,527
-103
634
$25.6K 0.01%
5,150
635
$25.5K 0.01%
273
+66
636
$25.4K 0.01%
323
-152
637
$25.4K 0.01%
2,547
+29
638
$25.3K 0.01%
1,568
+26
639
$25.2K 0.01%
1,211
+16
640
$25.2K 0.01%
5,039
+805
641
$25.2K 0.01%
6,217
+132
642
$25.2K 0.01%
65
643
$25.1K 0.01%
400
644
$25K 0.01%
859
+155
645
$24.5K 0.01%
455
+7
646
$24.5K 0.01%
989
+17
647
$24.4K 0.01%
500
648
$24.3K 0.01%
201
+6
649
$24.3K 0.01%
1,707
+21
650
$24.1K 0.01%
1,092
+7
24 25
26
27 28