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
1026
$6.8K ﹤0.01%
38
+4
1027
$6.77K ﹤0.01%
+747
1028
$6.76K ﹤0.01%
110
1029
$6.72K ﹤0.01%
+52
1030
$6.71K ﹤0.01%
141
1031
$6.71K ﹤0.01%
180
1032
$6.66K ﹤0.01%
549
+39
1033
$6.64K ﹤0.01%
107
+19
1034
$6.61K ﹤0.01%
466
1035
$6.57K ﹤0.01%
198
1036
$6.33K ﹤0.01%
18
1037
$6.28K ﹤0.01%
92
1038
$6.19K ﹤0.01%
38
1039
$6.15K ﹤0.01%
21
1040
$6.13K ﹤0.01%
28
+13
1041
$6.13K ﹤0.01%
111
1042
$6.1K ﹤0.01%
67
1043
$6.02K ﹤0.01%
27
1044
$5.95K ﹤0.01%
10
+2
1045
$5.87K ﹤0.01%
51
1046
$5.87K ﹤0.01%
226
1047
$5.78K ﹤0.01%
352
1048
$5.77K ﹤0.01%
235
+28
1049
$5.7K ﹤0.01%
59
+8
1050
$5.64K ﹤0.01%
176
40 41
42
43 44