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
1001
$7.93K ﹤0.01%
320
+6
1002
$7.91K ﹤0.01%
393
-175
1003
$7.85K ﹤0.01%
352
-6
1004
$7.85K ﹤0.01%
38
1005
$7.8K ﹤0.01%
409
1006
$7.79K ﹤0.01%
1,715
1007
$7.76K ﹤0.01%
18
+1
1008
$7.69K ﹤0.01%
+1,430
1009
$7.68K ﹤0.01%
51
+9
1010
$7.62K ﹤0.01%
182
1011
$7.6K ﹤0.01%
690
1012
$7.44K ﹤0.01%
372
+19
1013
$7.38K ﹤0.01%
436
+31
1014
$7.37K ﹤0.01%
29
-31
1015
$7.29K ﹤0.01%
111
-2
1016
$7.18K ﹤0.01%
54
+3
1017
$7.16K ﹤0.01%
88
1018
$7.12K ﹤0.01%
+202
1019
$7.03K ﹤0.01%
316
+44
1020
$7.01K ﹤0.01%
428
+11
1021
$6.9K ﹤0.01%
75
1022
$6.9K ﹤0.01%
40
1023
$6.9K ﹤0.01%
+917
1024
$6.89K ﹤0.01%
98
1025
$6.88K ﹤0.01%
49
+6
39 40
41
42 43