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
801
$15.1K 0.01%
60
802
$15K 0.01%
331
803
$14.9K 0.01%
58
-2
804
$14.8K ﹤0.01%
1,983
+24
805
$14.8K ﹤0.01%
170
806
$14.8K ﹤0.01%
287
+7
807
$14.7K ﹤0.01%
+205
808
$14.7K ﹤0.01%
71
809
$14.7K ﹤0.01%
492
-8
810
$14.7K ﹤0.01%
496
+26
811
$14.7K ﹤0.01%
90
812
$14.7K ﹤0.01%
918
+6
813
$14.7K ﹤0.01%
400
+10
814
$14.7K ﹤0.01%
349
815
$14.6K ﹤0.01%
168
+22
816
$14.6K ﹤0.01%
182
+7
817
$14.6K ﹤0.01%
362
+19
818
$14.6K ﹤0.01%
144
+3
819
$14.4K ﹤0.01%
801
+36
820
$14.3K ﹤0.01%
185
+3
821
$14.3K ﹤0.01%
168
+3
822
$14.3K ﹤0.01%
436
+5
823
$14.2K ﹤0.01%
548
824
$14K ﹤0.01%
173
+3
825
$14K ﹤0.01%
+1,641
31 32
33
34 35