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
976
$8.72K ﹤0.01%
98
977
$8.72K ﹤0.01%
200
978
$8.7K ﹤0.01%
96
-351
979
$8.6K ﹤0.01%
106
+15
980
$8.55K ﹤0.01%
94
981
$8.46K ﹤0.01%
74
-15
982
$8.41K ﹤0.01%
536
+29
983
$8.4K ﹤0.01%
47
+10
984
$8.39K ﹤0.01%
908
+341
985
$8.38K ﹤0.01%
441
+312
986
$8.36K ﹤0.01%
+353
987
$8.36K ﹤0.01%
174
-28
988
$8.29K ﹤0.01%
232
989
$8.28K ﹤0.01%
141
+3
990
$8.26K ﹤0.01%
285
991
$8.25K ﹤0.01%
35
992
$8.25K ﹤0.01%
368
+6
993
$8.23K ﹤0.01%
59
994
$8.21K ﹤0.01%
71
995
$8.21K ﹤0.01%
497
996
$8.2K ﹤0.01%
40
+3
997
$8.13K ﹤0.01%
86
998
$8.1K ﹤0.01%
452
999
$8.07K ﹤0.01%
75
+1
1000
$8.04K ﹤0.01%
44
+3
38 39
40
41 42