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
676
$21.2K 0.01%
100
+12
677
$21.2K 0.01%
249
+3
678
$21.2K 0.01%
457
+7
679
$21.1K 0.01%
1,027
+20
680
$21K 0.01%
256
681
$21K 0.01%
1,619
+25
682
$21K 0.01%
207
683
$20.8K 0.01%
33
684
$20.7K 0.01%
1,058
+35
685
$20.6K 0.01%
258
+4
686
$20.6K 0.01%
798
+9
687
$20.6K 0.01%
531
+10
688
$20.5K 0.01%
1,185
+23
689
$20.5K 0.01%
1,954
+23
690
$20.5K 0.01%
1,131
+590
691
$20.5K 0.01%
212
692
$20.4K 0.01%
453
+54
693
$20.4K 0.01%
1,701
694
$20.3K 0.01%
421
+3
695
$20.3K 0.01%
460
-135
696
$20.2K 0.01%
+230
697
$20.1K 0.01%
543
+10
698
$20K 0.01%
736
+14
699
$19.8K 0.01%
2,059
+249
700
$19.7K 0.01%
417
+6
26 27
28
29 30