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
751
$17.5K 0.01%
162
752
$17.4K 0.01%
567
+22
753
$17.4K 0.01%
421
+9
754
$17.3K 0.01%
414
+6
755
$17.2K 0.01%
+100
756
$17.1K 0.01%
+587
757
$17.1K 0.01%
341
+5
758
$17K 0.01%
124
+4
759
$17K 0.01%
436
+8
760
$16.9K 0.01%
256
+60
761
$16.9K 0.01%
60
762
$16.9K 0.01%
227
+9
763
$16.7K 0.01%
83
764
$16.6K 0.01%
96
765
$16.6K 0.01%
1,461
+304
766
$16.4K 0.01%
102
767
$16.3K 0.01%
333
+17
768
$16.3K 0.01%
408
+7
769
$16.3K 0.01%
346
+226
770
$16.2K 0.01%
684
+9
771
$16.2K 0.01%
1,016
+491
772
$16.2K 0.01%
411
-260
773
$16.2K 0.01%
1,916
-87
774
$16.2K 0.01%
469
+8
775
$16.1K 0.01%
237
+18
29 30
31
32 33