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
626
$26.4K 0.01%
687
627
$26.2K 0.01%
103
628
$26.2K 0.01%
2,853
629
$26.1K 0.01%
1,418
+31
630
$26K 0.01%
287
631
$26K 0.01%
1,104
+7
632
$25.9K 0.01%
428
633
$25.9K 0.01%
950
-65
634
$25.7K 0.01%
1,527
-103
635
$25.6K 0.01%
5,150
636
$25.5K 0.01%
273
+66
637
$25.4K 0.01%
323
-152
638
$25.4K 0.01%
2,547
+29
639
$25.3K 0.01%
1,568
+26
640
$25.2K 0.01%
1,211
+16
641
$25.2K 0.01%
5,039
+805
642
$25.2K 0.01%
6,217
+132
643
$25.2K 0.01%
65
644
$25.1K 0.01%
400
645
$25K 0.01%
859
+155
646
$24.5K 0.01%
455
+7
647
$24.5K 0.01%
989
+17
648
$24.4K 0.01%
500
649
$24.3K 0.01%
201
+6
650
$24.3K 0.01%
1,707
+21
24 25
26
27 28