SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
76
$632K 0.21%
4,078
+86
77
$611K 0.2%
3,735
-5
78
$601K 0.2%
7,920
+22
79
$594K 0.2%
2,336
-2
80
$589K 0.2%
1,271
81
$589K 0.2%
1,656
+153
82
$575K 0.19%
2,556
+19
83
$568K 0.19%
4,858
+33
84
$568K 0.19%
11,287
+39
85
$564K 0.19%
936
-3
86
$557K 0.19%
5,106
+1,163
87
$556K 0.19%
8,390
+123
88
$533K 0.18%
1,341
+93
89
$513K 0.17%
2,456
90
$509K 0.17%
1,067
+2
91
$505K 0.17%
1,858
92
$487K 0.16%
2,274
+5
93
$475K 0.16%
4,088
-916
94
$464K 0.15%
1,213
-1
95
$463K 0.15%
694
+5
96
$459K 0.15%
2,643
-14
97
$453K 0.15%
495
98
$451K 0.15%
12,500
99
$432K 0.14%
5,354
+14
100
$431K 0.14%
4,196
+6
2 3
4
5 6