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
851
$12.8K ﹤0.01%
419
+5
852
$12.7K ﹤0.01%
137
853
$12.7K ﹤0.01%
512
+31
854
$12.7K ﹤0.01%
428
+26
855
$12.6K ﹤0.01%
577
+23
856
$12.6K ﹤0.01%
827
+11
857
$12.6K ﹤0.01%
732
+10
858
$12.6K ﹤0.01%
+217
859
$12.6K ﹤0.01%
497
+5
860
$12.5K ﹤0.01%
4,019
+1,233
861
$12.5K ﹤0.01%
76
862
$12.5K ﹤0.01%
34
863
$12.5K ﹤0.01%
540
+174
864
$12.4K ﹤0.01%
393
+5
865
$12.4K ﹤0.01%
1,604
+511
866
$12.4K ﹤0.01%
262
+73
867
$12.4K ﹤0.01%
314
+4
868
$12.3K ﹤0.01%
310
+10
869
$12.3K ﹤0.01%
431
+11
870
$12.2K ﹤0.01%
167
+1
871
$12.2K ﹤0.01%
35
872
$12.1K ﹤0.01%
173
873
$12.1K ﹤0.01%
+883
874
$12.1K ﹤0.01%
+340
875
$12K ﹤0.01%
181
-28
33 34
35
36 37