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
1226
$1.71K ﹤0.01%
15
1227
$1.7K ﹤0.01%
100
1228
$1.67K ﹤0.01%
28
1229
$1.64K ﹤0.01%
68
+7
1230
$1.63K ﹤0.01%
+19
1231
$1.62K ﹤0.01%
53
-1
1232
$1.62K ﹤0.01%
+35
1233
$1.6K ﹤0.01%
9
+8
1234
$1.6K ﹤0.01%
7
1235
$1.59K ﹤0.01%
+6
1236
$1.58K ﹤0.01%
+12
1237
$1.56K ﹤0.01%
+21
1238
$1.56K ﹤0.01%
+66
1239
$1.54K ﹤0.01%
7
1240
$1.53K ﹤0.01%
9
1241
$1.53K ﹤0.01%
34
-14
1242
$1.51K ﹤0.01%
8
1243
$1.5K ﹤0.01%
+19
1244
$1.49K ﹤0.01%
31
+12
1245
$1.49K ﹤0.01%
21
1246
$1.48K ﹤0.01%
+63
1247
$1.47K ﹤0.01%
65
1248
$1.46K ﹤0.01%
+8
1249
$1.46K ﹤0.01%
+5
1250
$1.43K ﹤0.01%
+53
48 49
50
51 52