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
1101
$4.06K ﹤0.01%
40
1102
$4.05K ﹤0.01%
191
+20
1103
$4.01K ﹤0.01%
35
1104
$4.01K ﹤0.01%
+6
1105
$3.98K ﹤0.01%
44
1106
$3.87K ﹤0.01%
17
+6
1107
$3.77K ﹤0.01%
14
1108
$3.76K ﹤0.01%
216
+37
1109
$3.74K ﹤0.01%
40
+29
1110
$3.72K ﹤0.01%
109
-67
1111
$3.71K ﹤0.01%
31
1112
$3.66K ﹤0.01%
20
+6
1113
$3.62K ﹤0.01%
48
1114
$3.61K ﹤0.01%
9
+5
1115
$3.61K ﹤0.01%
86
-20
1116
$3.59K ﹤0.01%
40
+11
1117
$3.57K ﹤0.01%
64
-3
1118
$3.57K ﹤0.01%
86
1119
$3.56K ﹤0.01%
35
1120
$3.55K ﹤0.01%
352
1121
$3.55K ﹤0.01%
37
1122
$3.53K ﹤0.01%
31
1123
$3.52K ﹤0.01%
61
1124
$3.52K ﹤0.01%
9
1125
$3.5K ﹤0.01%
11
+1
43 44
45
46 47