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
726
$18.6K 0.01%
234
+3
727
$18.5K 0.01%
1,614
-618
728
$18.5K 0.01%
1,101
729
$18.5K 0.01%
764
+17
730
$18.5K 0.01%
372
731
$18.5K 0.01%
1,038
-2
732
$18.4K 0.01%
+433
733
$18.4K 0.01%
153
+5
734
$18.4K 0.01%
208
735
$18.4K 0.01%
682
+178
736
$18.3K 0.01%
318
+7
737
$18.2K 0.01%
364
+11
738
$18.2K 0.01%
339
+7
739
$18.1K 0.01%
308
-13
740
$18.1K 0.01%
656
+12
741
$18.1K 0.01%
544
+277
742
$18.1K 0.01%
563
+12
743
$18K 0.01%
738
744
$18K 0.01%
2,406
+33
745
$17.8K 0.01%
2,994
+36
746
$17.6K 0.01%
159
+3
747
$17.6K 0.01%
80
+29
748
$17.6K 0.01%
85
749
$17.5K 0.01%
621
+9
750
$17.5K 0.01%
194
+3
28 29
30
31 32