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
1251
$1.4K ﹤0.01%
+18
1252
$1.4K ﹤0.01%
34
+14
1253
$1.4K ﹤0.01%
9
-3
1254
$1.38K ﹤0.01%
+9
1255
$1.37K ﹤0.01%
231
1256
$1.36K ﹤0.01%
+8
1257
$1.35K ﹤0.01%
+16
1258
$1.35K ﹤0.01%
15
-3
1259
$1.35K ﹤0.01%
+5
1260
$1.34K ﹤0.01%
+12
1261
$1.32K ﹤0.01%
+15
1262
$1.3K ﹤0.01%
17
1263
$1.3K ﹤0.01%
+3
1264
$1.3K ﹤0.01%
10
1265
$1.3K ﹤0.01%
+4
1266
$1.28K ﹤0.01%
+10
1267
$1.28K ﹤0.01%
+18
1268
$1.28K ﹤0.01%
+5
1269
$1.27K ﹤0.01%
+32
1270
$1.26K ﹤0.01%
17
1271
$1.26K ﹤0.01%
+16
1272
$1.25K ﹤0.01%
+24
1273
$1.25K ﹤0.01%
+21
1274
$1.25K ﹤0.01%
7
+4
1275
$1.25K ﹤0.01%
5
49 50
51
52 53