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
676
$21.2K 0.01%
249
+3
677
$21.2K 0.01%
457
+7
678
$21.1K 0.01%
1,027
+20
679
$21K 0.01%
256
680
$21K 0.01%
1,619
+25
681
$21K 0.01%
207
682
$20.8K 0.01%
33
683
$20.7K 0.01%
1,058
+35
684
$20.6K 0.01%
258
+4
685
$20.6K 0.01%
798
+9
686
$20.6K 0.01%
531
+10
687
$20.5K 0.01%
1,185
+23
688
$20.5K 0.01%
1,954
+23
689
$20.5K 0.01%
1,131
+590
690
$20.5K 0.01%
212
691
$20.4K 0.01%
453
+54
692
$20.4K 0.01%
1,701
693
$20.3K 0.01%
421
+3
694
$20.3K 0.01%
460
-135
695
$20.2K 0.01%
+230
696
$20.1K 0.01%
543
+10
697
$20K 0.01%
736
+14
698
$19.8K 0.01%
2,059
+249
699
$19.7K 0.01%
417
+6
700
$19.7K 0.01%
232
-57
26 27
28
29 30