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
1351
$907 ﹤0.01%
+9
1352
$902 ﹤0.01%
25
1353
$899 ﹤0.01%
+11
1354
$898 ﹤0.01%
19
1355
$893 ﹤0.01%
6
1356
$891 ﹤0.01%
+3
1357
$874 ﹤0.01%
+44
1358
$874 ﹤0.01%
+23
1359
$872 ﹤0.01%
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-328
1360
$871 ﹤0.01%
10
1361
$863 ﹤0.01%
+15
1362
$861 ﹤0.01%
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1363
$860 ﹤0.01%
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1364
$859 ﹤0.01%
10
1365
$853 ﹤0.01%
+40
1366
$852 ﹤0.01%
+19
1367
$851 ﹤0.01%
+5
1368
$848 ﹤0.01%
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1369
$847 ﹤0.01%
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1370
$847 ﹤0.01%
+5
1371
$844 ﹤0.01%
+22
1372
$839 ﹤0.01%
+10
1373
$838 ﹤0.01%
+8
1374
$833 ﹤0.01%
15
+7
1375
$830 ﹤0.01%
+14
53 54
55
56 57