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