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
876
$12K ﹤0.01%
181
-28
877
$11.9K ﹤0.01%
393
+6
878
$11.9K ﹤0.01%
485
+11
879
$11.9K ﹤0.01%
104
-111
880
$11.8K ﹤0.01%
+426
881
$11.7K ﹤0.01%
673
+15
882
$11.6K ﹤0.01%
252
+4
883
$11.6K ﹤0.01%
508
+11
884
$11.6K ﹤0.01%
363
-283
885
$11.6K ﹤0.01%
778
+32
886
$11.6K ﹤0.01%
407
+11
887
$11.5K ﹤0.01%
290
+3
888
$11.5K ﹤0.01%
82
+10
889
$11.5K ﹤0.01%
85
-23
890
$11.4K ﹤0.01%
+159
891
$11.4K ﹤0.01%
560
+49
892
$11.3K ﹤0.01%
+759
893
$11.3K ﹤0.01%
325
894
$11.2K ﹤0.01%
49
895
$11.2K ﹤0.01%
26
896
$11.2K ﹤0.01%
17
+2
897
$11.2K ﹤0.01%
44
+2
898
$11.2K ﹤0.01%
106
+6
899
$11.2K ﹤0.01%
423
+7
900
$11.1K ﹤0.01%
423
34 35
36
37 38