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
776
$16.1K 0.01%
412
+6
777
$16.1K 0.01%
168
+3
778
$16K 0.01%
57
-2
779
$16K 0.01%
437
+5
780
$16K 0.01%
41
781
$15.8K 0.01%
854
782
$15.8K 0.01%
99
783
$15.8K 0.01%
189
+3
784
$15.8K 0.01%
189
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785
$15.8K 0.01%
2,378
+279
786
$15.7K 0.01%
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$15.7K 0.01%
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788
$15.7K 0.01%
232
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$15.7K 0.01%
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$15.6K 0.01%
624
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$15.5K 0.01%
86
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$15.5K 0.01%
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336
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440
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$15.2K 0.01%
337
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216
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$15.1K 0.01%
504
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$15.1K 0.01%
757
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