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
1076
$4.86K ﹤0.01%
101
+16
1077
$4.8K ﹤0.01%
40
-2
1078
$4.76K ﹤0.01%
31
1079
$4.73K ﹤0.01%
228
-81
1080
$4.73K ﹤0.01%
26
1081
$4.71K ﹤0.01%
23
+3
1082
$4.71K ﹤0.01%
27
+7
1083
$4.7K ﹤0.01%
35
1084
$4.64K ﹤0.01%
53
1085
$4.54K ﹤0.01%
38
1086
$4.48K ﹤0.01%
27
1087
$4.48K ﹤0.01%
149
1088
$4.48K ﹤0.01%
20
-1
1089
$4.47K ﹤0.01%
24
+12
1090
$4.43K ﹤0.01%
38
1091
$4.34K ﹤0.01%
521
1092
$4.29K ﹤0.01%
7
+3
1093
$4.23K ﹤0.01%
35
1094
$4.22K ﹤0.01%
33
1095
$4.22K ﹤0.01%
37
1096
$4.2K ﹤0.01%
60
1097
$4.17K ﹤0.01%
68
1098
$4.09K ﹤0.01%
127
1099
$4.08K ﹤0.01%
36
+5
1100
$4.07K ﹤0.01%
34
+32
42 43
44
45 46