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
1126
$3.5K ﹤0.01%
100
+50
1127
$3.5K ﹤0.01%
+108
1128
$3.48K ﹤0.01%
53
1129
$3.45K ﹤0.01%
322
1130
$3.44K ﹤0.01%
20
+1
1131
$3.4K ﹤0.01%
25
1132
$3.31K ﹤0.01%
25
-2
1133
$3.29K ﹤0.01%
+8
1134
$3.21K ﹤0.01%
64
1135
$3.2K ﹤0.01%
114
1136
$3.14K ﹤0.01%
61
-22
1137
$3.13K ﹤0.01%
100
1138
$3.13K ﹤0.01%
20
1139
$3.13K ﹤0.01%
112
1140
$3.1K ﹤0.01%
24
1141
$3.09K ﹤0.01%
22
+6
1142
$3.05K ﹤0.01%
9
+5
1143
$2.97K ﹤0.01%
+22
1144
$2.93K ﹤0.01%
60
1145
$2.93K ﹤0.01%
32
+7
1146
$2.92K ﹤0.01%
38
+17
1147
$2.92K ﹤0.01%
72
1148
$2.9K ﹤0.01%
26
1149
$2.88K ﹤0.01%
12
+5
1150
$2.88K ﹤0.01%
33
+11
44 45
46
47 48