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
1351
$902 ﹤0.01%
25
1352
$899 ﹤0.01%
+11
1353
$898 ﹤0.01%
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1354
$893 ﹤0.01%
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1355
$891 ﹤0.01%
+3
1356
$874 ﹤0.01%
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1357
$874 ﹤0.01%
+23
1358
$872 ﹤0.01%
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-328
1359
$871 ﹤0.01%
10
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1361
$861 ﹤0.01%
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1362
$860 ﹤0.01%
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$853 ﹤0.01%
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1365
$852 ﹤0.01%
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1366
$851 ﹤0.01%
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1367
$848 ﹤0.01%
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$847 ﹤0.01%
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1369
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1370
$844 ﹤0.01%
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1371
$839 ﹤0.01%
+10
1372
$838 ﹤0.01%
+8
1373
$833 ﹤0.01%
15
+7
1374
$830 ﹤0.01%
+14
1375
$829 ﹤0.01%
+4
53 54
55
56 57