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
826
$14K ﹤0.01%
+1,641
827
$13.9K ﹤0.01%
209
828
$13.7K ﹤0.01%
264
+8
829
$13.6K ﹤0.01%
160
+11
830
$13.6K ﹤0.01%
248
-248
831
$13.6K ﹤0.01%
35
832
$13.5K ﹤0.01%
36
+5
833
$13.4K ﹤0.01%
314
+4
834
$13.4K ﹤0.01%
341
835
$13.4K ﹤0.01%
139
-13
836
$13.3K ﹤0.01%
277
+6
837
$13.3K ﹤0.01%
40
-1
838
$13.3K ﹤0.01%
525
+151
839
$13.2K ﹤0.01%
185
-1
840
$13.2K ﹤0.01%
544
-12
841
$13.2K ﹤0.01%
314
+10
842
$13.2K ﹤0.01%
231
843
$13.2K ﹤0.01%
209
-9
844
$13.2K ﹤0.01%
+354
845
$13.1K ﹤0.01%
1,272
+12
846
$13K ﹤0.01%
1,147
+29
847
$13K ﹤0.01%
43
848
$13K ﹤0.01%
594
+197
849
$13K ﹤0.01%
67
850
$12.8K ﹤0.01%
464
+9
32 33
34
35 36