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
701
$19.7K 0.01%
232
-57
702
$19.7K 0.01%
509
+12
703
$19.7K 0.01%
383
-33
704
$19.6K 0.01%
605
+25
705
$19.6K 0.01%
548
+3
706
$19.6K 0.01%
290
707
$19.6K 0.01%
396
+5
708
$19.5K 0.01%
90
709
$19.4K 0.01%
578
+14
710
$19.4K 0.01%
818
+10
711
$19.3K 0.01%
612
+8
712
$19.3K 0.01%
1,228
+459
713
$19.1K 0.01%
105
714
$19.1K 0.01%
653
+11
715
$19K 0.01%
373
+2
716
$19K 0.01%
1,173
717
$19K 0.01%
85
+1
718
$18.9K 0.01%
+446
719
$18.9K 0.01%
351
+4
720
$18.9K 0.01%
495
+192
721
$18.8K 0.01%
566
+269
722
$18.8K 0.01%
+953
723
$18.7K 0.01%
265
+3
724
$18.7K 0.01%
488
+13
725
$18.6K 0.01%
431
+6
27 28
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