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
926
$10.2K ﹤0.01%
371
+10
927
$10.2K ﹤0.01%
+563
928
$10.2K ﹤0.01%
90
929
$10.2K ﹤0.01%
69
+2
930
$10.2K ﹤0.01%
132
+19
931
$10.1K ﹤0.01%
863
-226
932
$10.1K ﹤0.01%
54
933
$10.1K ﹤0.01%
859
+25
934
$10K ﹤0.01%
+154
935
$10K ﹤0.01%
51
+8
936
$9.94K ﹤0.01%
271
+9
937
$9.88K ﹤0.01%
57
938
$9.86K ﹤0.01%
83
939
$9.76K ﹤0.01%
108
+13
940
$9.76K ﹤0.01%
+324
941
$9.73K ﹤0.01%
323
+4
942
$9.68K ﹤0.01%
+250
943
$9.68K ﹤0.01%
54
944
$9.67K ﹤0.01%
62
945
$9.62K ﹤0.01%
1,107
+19
946
$9.54K ﹤0.01%
381
947
$9.51K ﹤0.01%
311
+4
948
$9.45K ﹤0.01%
216
+6
949
$9.42K ﹤0.01%
277
+5
950
$9.35K ﹤0.01%
40
+6
36 37
38
39 40