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
901
$11K ﹤0.01%
161
902
$11K ﹤0.01%
157
903
$11K ﹤0.01%
353
+203
904
$11K ﹤0.01%
101
+16
905
$10.9K ﹤0.01%
615
-7
906
$10.9K ﹤0.01%
42
+2
907
$10.8K ﹤0.01%
29
908
$10.8K ﹤0.01%
592
+90
909
$10.8K ﹤0.01%
174
910
$10.7K ﹤0.01%
82
-7
911
$10.6K ﹤0.01%
340
+8
912
$10.6K ﹤0.01%
404
+6
913
$10.6K ﹤0.01%
1,439
914
$10.6K ﹤0.01%
58
-22
915
$10.6K ﹤0.01%
462
916
$10.6K ﹤0.01%
630
+42
917
$10.6K ﹤0.01%
+129
918
$10.5K ﹤0.01%
388
+8
919
$10.5K ﹤0.01%
358
+13
920
$10.4K ﹤0.01%
1,028
921
$10.4K ﹤0.01%
+348
922
$10.3K ﹤0.01%
231
923
$10.3K ﹤0.01%
507
+96
924
$10.3K ﹤0.01%
+116
925
$10.2K ﹤0.01%
371
+10
35 36
37
38 39