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
951
$9.27K ﹤0.01%
+219
952
$9.25K ﹤0.01%
82
953
$9.24K ﹤0.01%
407
+8
954
$9.21K ﹤0.01%
451
955
$9.19K ﹤0.01%
1,135
+27
956
$9.17K ﹤0.01%
156
957
$9.13K ﹤0.01%
932
+12
958
$9.11K ﹤0.01%
142
+4
959
$9.1K ﹤0.01%
+831
960
$9.08K ﹤0.01%
31
961
$9.06K ﹤0.01%
348
962
$9.06K ﹤0.01%
102
963
$9.05K ﹤0.01%
385
964
$9.04K ﹤0.01%
98
-4
965
$9.04K ﹤0.01%
352
+5
966
$9.04K ﹤0.01%
387
+19
967
$9.03K ﹤0.01%
27
+1
968
$8.99K ﹤0.01%
100
969
$8.93K ﹤0.01%
244
-228
970
$8.91K ﹤0.01%
211
+5
971
$8.87K ﹤0.01%
55
972
$8.85K ﹤0.01%
226
-207
973
$8.84K ﹤0.01%
426
-89
974
$8.76K ﹤0.01%
+314
975
$8.72K ﹤0.01%
98
37 38
39
40 41