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
951
$9.31K ﹤0.01%
795
+16
952
$9.27K ﹤0.01%
+219
953
$9.25K ﹤0.01%
82
954
$9.24K ﹤0.01%
407
+8
955
$9.21K ﹤0.01%
451
956
$9.19K ﹤0.01%
1,135
+27
957
$9.17K ﹤0.01%
156
958
$9.13K ﹤0.01%
932
+12
959
$9.11K ﹤0.01%
142
+4
960
$9.1K ﹤0.01%
+831
961
$9.08K ﹤0.01%
31
962
$9.06K ﹤0.01%
348
963
$9.06K ﹤0.01%
102
964
$9.05K ﹤0.01%
385
965
$9.04K ﹤0.01%
98
-4
966
$9.04K ﹤0.01%
352
+5
967
$9.04K ﹤0.01%
387
+19
968
$9.03K ﹤0.01%
27
+1
969
$8.99K ﹤0.01%
100
970
$8.93K ﹤0.01%
244
-228
971
$8.91K ﹤0.01%
211
+5
972
$8.87K ﹤0.01%
55
973
$8.85K ﹤0.01%
226
-207
974
$8.84K ﹤0.01%
426
-89
975
$8.76K ﹤0.01%
+314
37 38
39
40 41