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
1176
$2.42K ﹤0.01%
88
1177
$2.38K ﹤0.01%
65
1178
$2.38K ﹤0.01%
43
+14
1179
$2.38K ﹤0.01%
10
1180
$2.36K ﹤0.01%
108
1181
$2.35K ﹤0.01%
5
+4
1182
$2.32K ﹤0.01%
20
+6
1183
$2.3K ﹤0.01%
+64
1184
$2.3K ﹤0.01%
+7
1185
$2.29K ﹤0.01%
44
1186
$2.28K ﹤0.01%
+11
1187
$2.23K ﹤0.01%
68
+19
1188
$2.15K ﹤0.01%
10
1189
$2.12K ﹤0.01%
+4
1190
$2.11K ﹤0.01%
58
1191
$2.11K ﹤0.01%
+9
1192
$2.09K ﹤0.01%
9
+1
1193
$2.08K ﹤0.01%
47
+1
1194
$2.08K ﹤0.01%
+48
1195
$2.05K ﹤0.01%
11
1196
$2.04K ﹤0.01%
28
1197
$2K ﹤0.01%
110
+14
1198
$1.98K ﹤0.01%
+3
1199
$1.98K ﹤0.01%
145
1200
$1.97K ﹤0.01%
52
46 47
48
49 50