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
+$1.74M
2
+$291K
3
+$290K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$220K
5
MSFT icon
Microsoft
MSFT
+$217K

Top Sells

1
+$570K
2
+$549K
3
+$416K
4
GIS icon
General Mills
GIS
+$199K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$182K

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
1051
$5.55K ﹤0.01%
75
-2
1052
$5.53K ﹤0.01%
27
1053
$5.49K ﹤0.01%
132
1054
$5.48K ﹤0.01%
127
1055
$5.45K ﹤0.01%
434
+59
1056
$5.42K ﹤0.01%
138
-4
1057
$5.41K ﹤0.01%
220
+22
1058
$5.35K ﹤0.01%
111
+16
1059
$5.31K ﹤0.01%
33
1060
$5.3K ﹤0.01%
21
1061
$5.29K ﹤0.01%
72
+47
1062
$5.25K ﹤0.01%
331
1063
$5.23K ﹤0.01%
51
1064
$5.17K ﹤0.01%
120
1065
$5.12K ﹤0.01%
290
+75
1066
$5.11K ﹤0.01%
194
1067
$5.01K ﹤0.01%
170
1068
$5K ﹤0.01%
34
1069
$5K ﹤0.01%
+134
1070
$4.99K ﹤0.01%
46
+1
1071
$4.99K ﹤0.01%
221
+22
1072
$4.98K ﹤0.01%
96
+85
1073
$4.94K ﹤0.01%
132
-5
1074
$4.92K ﹤0.01%
71
+8
1075
$4.86K ﹤0.01%
101
+16
41 42
43
44 45