SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
101
$430K 0.14%
4,172
+7
102
$430K 0.14%
5,039
-235
103
$422K 0.14%
3,752
-5,371
104
$416K 0.14%
1,774
105
$415K 0.14%
2,199
-33
106
$413K 0.14%
1,116
-1
107
$413K 0.14%
4,346
-20
108
$412K 0.14%
7,062
+9
109
$412K 0.14%
2,471
+1
110
$397K 0.13%
6,489
+31
111
$396K 0.13%
3,414
-19
112
$393K 0.13%
14,586
+684
113
$392K 0.13%
3,174
+5
114
$390K 0.13%
18,161
-974
115
$390K 0.13%
2,914
-132
116
$362K 0.12%
1,305
+304
117
$349K 0.12%
615
+7
118
$346K 0.12%
4,112
119
$345K 0.12%
3,850
+33
120
$342K 0.11%
3,261
+474
121
$339K 0.11%
3,354
122
$336K 0.11%
2,015
+122
123
$331K 0.11%
4,539
124
$329K 0.11%
3,546
+24
125
$323K 0.11%
3,708
-886
3 4
5
6 7