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
1301
$1.14K ﹤0.01%
+8
1302
$1.14K ﹤0.01%
+80
1303
$1.1K ﹤0.01%
+4
1304
$1.1K ﹤0.01%
2
1305
$1.1K ﹤0.01%
+11
1306
$1.1K ﹤0.01%
+7
1307
$1.1K ﹤0.01%
+18
1308
$1.09K ﹤0.01%
30
1309
$1.09K ﹤0.01%
29
+18
1310
$1.09K ﹤0.01%
+7
1311
$1.08K ﹤0.01%
+5
1312
$1.07K ﹤0.01%
+16
1313
$1.07K ﹤0.01%
+2
1314
$1.06K ﹤0.01%
25
+12
1315
$1.06K ﹤0.01%
+2
1316
$1.06K ﹤0.01%
54
1317
$1.05K ﹤0.01%
+7
1318
$1.04K ﹤0.01%
+48
1319
$1.04K ﹤0.01%
+6
1320
$1.04K ﹤0.01%
+7
1321
$1.04K ﹤0.01%
+5
1322
$1.04K ﹤0.01%
34
+17
1323
$1.04K ﹤0.01%
+19
1324
$1.03K ﹤0.01%
+10
1325
$1.02K ﹤0.01%
+30
51 52
53
54 55