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
1326
$1.01K ﹤0.01%
6
+5
1327
$1.01K ﹤0.01%
+19
1328
$1.01K ﹤0.01%
71
1329
$996 ﹤0.01%
+11
1330
$988 ﹤0.01%
+21
1331
$985 ﹤0.01%
+14
1332
$976 ﹤0.01%
+28
1333
$974 ﹤0.01%
+15
1334
$964 ﹤0.01%
+8
1335
$964 ﹤0.01%
+21
1336
$961 ﹤0.01%
+7
1337
$950 ﹤0.01%
5
1338
$945 ﹤0.01%
+4
1339
$944 ﹤0.01%
+3
1340
$941 ﹤0.01%
+13
1341
$940 ﹤0.01%
+37
1342
$939 ﹤0.01%
+3
1343
$932 ﹤0.01%
18
1344
$931 ﹤0.01%
+57
1345
$930 ﹤0.01%
26
+8
1346
$920 ﹤0.01%
5
-5
1347
$915 ﹤0.01%
8
+5
1348
$911 ﹤0.01%
+4
1349
$908 ﹤0.01%
+10
1350
$907 ﹤0.01%
+9
52 53
54
55 56