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
1151
$2.86K ﹤0.01%
27
+8
1152
$2.85K ﹤0.01%
16
+13
1153
$2.85K ﹤0.01%
91
1154
$2.82K ﹤0.01%
12
+6
1155
$2.77K ﹤0.01%
141
+37
1156
$2.77K ﹤0.01%
102
1157
$2.73K ﹤0.01%
15
-1
1158
$2.73K ﹤0.01%
43
+30
1159
$2.71K ﹤0.01%
152
1160
$2.7K ﹤0.01%
62
1161
$2.69K ﹤0.01%
151
+43
1162
$2.69K ﹤0.01%
53
+6
1163
$2.69K ﹤0.01%
23
+5
1164
$2.66K ﹤0.01%
52
+20
1165
$2.65K ﹤0.01%
17
1166
$2.61K ﹤0.01%
91
1167
$2.59K ﹤0.01%
19
1168
$2.58K ﹤0.01%
28
1169
$2.56K ﹤0.01%
33
+9
1170
$2.52K ﹤0.01%
80
1171
$2.5K ﹤0.01%
54
+6
1172
$2.5K ﹤0.01%
15
1173
$2.44K ﹤0.01%
81
1174
$2.43K ﹤0.01%
10
1175
$2.43K ﹤0.01%
100
45 46
47
48 49