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
651
$24K 0.01%
400
652
$24K 0.01%
79
653
$23.8K 0.01%
206
654
$23.8K 0.01%
1,399
655
$23.7K 0.01%
366
+10
656
$23.5K 0.01%
328
+16
657
$23.5K 0.01%
1,214
+17
658
$23.3K 0.01%
1,480
+131
659
$23.3K 0.01%
196
+82
660
$23.2K 0.01%
396
+277
661
$23.1K 0.01%
726
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662
$22.9K 0.01%
+413
663
$22.7K 0.01%
1,376
+12
664
$22.7K 0.01%
129
665
$22.4K 0.01%
566
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666
$22.3K 0.01%
273
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667
$22.2K 0.01%
374
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668
$22.2K 0.01%
819
+6
669
$22.2K 0.01%
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670
$21.9K 0.01%
695
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$21.7K 0.01%
196
672
$21.6K 0.01%
9
673
$21.5K 0.01%
157
674
$21.5K 0.01%
346
+6
675
$21.2K 0.01%
100
+12