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
1276
$1.24K ﹤0.01%
44
1277
$1.24K ﹤0.01%
+5
1278
$1.24K ﹤0.01%
+8
1279
$1.23K ﹤0.01%
+73
1280
$1.23K ﹤0.01%
19
1281
$1.23K ﹤0.01%
+101
1282
$1.22K ﹤0.01%
29
+18
1283
$1.21K ﹤0.01%
+10
1284
$1.2K ﹤0.01%
+51
1285
$1.2K ﹤0.01%
+12
1286
$1.2K ﹤0.01%
+74
1287
$1.19K ﹤0.01%
10
1288
$1.18K ﹤0.01%
+6
1289
$1.18K ﹤0.01%
+17
1290
$1.18K ﹤0.01%
7
1291
$1.18K ﹤0.01%
+11
1292
$1.17K ﹤0.01%
30
1293
$1.17K ﹤0.01%
9
+2
1294
$1.16K ﹤0.01%
+15
1295
$1.16K ﹤0.01%
+4
1296
$1.16K ﹤0.01%
+15
1297
$1.15K ﹤0.01%
+4
1298
$1.15K ﹤0.01%
18
1299
$1.15K ﹤0.01%
17
1300
$1.14K ﹤0.01%
+8
50 51
52
53 54