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
726
$18.6K 0.01%
2,824
+19
727
$18.6K 0.01%
234
+3
728
$18.5K 0.01%
1,614
-618
729
$18.5K 0.01%
1,101
730
$18.5K 0.01%
764
+17
731
$18.5K 0.01%
372
732
$18.5K 0.01%
1,038
-2
733
$18.4K 0.01%
+433
734
$18.4K 0.01%
153
+5
735
$18.4K 0.01%
208
736
$18.4K 0.01%
682
+178
737
$18.3K 0.01%
318
+7
738
$18.2K 0.01%
364
+11
739
$18.2K 0.01%
339
+7
740
$18.1K 0.01%
308
-13
741
$18.1K 0.01%
656
+12
742
$18.1K 0.01%
544
+277
743
$18.1K 0.01%
563
+12
744
$18K 0.01%
738
745
$18K 0.01%
2,406
+33
746
$17.8K 0.01%
2,994
+36
747
$17.6K 0.01%
159
+3
748
$17.6K 0.01%
80
+29
749
$17.6K 0.01%
85
750
$17.5K 0.01%
621
+9
28 29
30
31 32