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
1201
$1.97K ﹤0.01%
52
1202
$1.96K ﹤0.01%
34
1203
$1.95K ﹤0.01%
+23
1204
$1.94K ﹤0.01%
+12
1205
$1.93K ﹤0.01%
+52
1206
$1.93K ﹤0.01%
6
1207
$1.93K ﹤0.01%
+22
1208
$1.91K ﹤0.01%
+6
1209
$1.89K ﹤0.01%
8
1210
$1.88K ﹤0.01%
+5
1211
$1.87K ﹤0.01%
+18
1212
$1.86K ﹤0.01%
43
1213
$1.86K ﹤0.01%
24
1214
$1.84K ﹤0.01%
55
+22
1215
$1.84K ﹤0.01%
9
1216
$1.83K ﹤0.01%
12
-1
1217
$1.81K ﹤0.01%
26
1218
$1.77K ﹤0.01%
48
1219
$1.76K ﹤0.01%
19
+4
1220
$1.74K ﹤0.01%
+15
1221
$1.74K ﹤0.01%
17
+9
1222
$1.73K ﹤0.01%
10
1223
$1.73K ﹤0.01%
91
1224
$1.73K ﹤0.01%
33
1225
$1.71K ﹤0.01%
7
47 48
49
50 51