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
651
$24.1K 0.01%
1,092
+7
652
$24K 0.01%
400
653
$24K 0.01%
79
654
$23.8K 0.01%
206
655
$23.8K 0.01%
1,399
656
$23.7K 0.01%
366
+10
657
$23.5K 0.01%
328
+16
658
$23.5K 0.01%
1,214
+17
659
$23.3K 0.01%
1,480
+131
660
$23.3K 0.01%
196
+82
661
$23.2K 0.01%
396
+277
662
$23.1K 0.01%
726
+7
663
$22.9K 0.01%
+413
664
$22.7K 0.01%
1,376
+12
665
$22.7K 0.01%
129
666
$22.4K 0.01%
566
+6
667
$22.3K 0.01%
273
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668
$22.2K 0.01%
374
+3
669
$22.2K 0.01%
819
+6
670
$22.2K 0.01%
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671
$21.9K 0.01%
695
+9
672
$21.7K 0.01%
196
673
$21.6K 0.01%
9
674
$21.5K 0.01%
157
675
$21.5K 0.01%
346
+6