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
1301
$1.14K ﹤0.01%
+80
1302
$1.1K ﹤0.01%
+4
1303
$1.1K ﹤0.01%
2
1304
$1.1K ﹤0.01%
+11
1305
$1.1K ﹤0.01%
+7
1306
$1.1K ﹤0.01%
+18
1307
$1.09K ﹤0.01%
30
1308
$1.09K ﹤0.01%
29
+18
1309
$1.09K ﹤0.01%
+7
1310
$1.08K ﹤0.01%
+5
1311
$1.07K ﹤0.01%
+16
1312
$1.07K ﹤0.01%
+2
1313
$1.06K ﹤0.01%
25
+12
1314
$1.06K ﹤0.01%
+2
1315
$1.06K ﹤0.01%
54
1316
$1.05K ﹤0.01%
+7
1317
$1.04K ﹤0.01%
+48
1318
$1.04K ﹤0.01%
+6
1319
$1.04K ﹤0.01%
+7
1320
$1.04K ﹤0.01%
+5
1321
$1.04K ﹤0.01%
34
+17
1322
$1.04K ﹤0.01%
+19
1323
$1.03K ﹤0.01%
+10
1324
$1.02K ﹤0.01%
+30
1325
$1.01K ﹤0.01%
+21
51 52
53
54 55