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
1376
$828 ﹤0.01%
10
+8
1377
$826 ﹤0.01%
+4
1378
$825 ﹤0.01%
+15
1379
$815 ﹤0.01%
+22
1380
$814 ﹤0.01%
+17
1381
$811 ﹤0.01%
+18
1382
$811 ﹤0.01%
+5
1383
$805 ﹤0.01%
+7
1384
$800 ﹤0.01%
+3
1385
$796 ﹤0.01%
+12
1386
$795 ﹤0.01%
+11
1387
$791 ﹤0.01%
52
1388
$790 ﹤0.01%
+16
1389
$790 ﹤0.01%
21
1390
$789 ﹤0.01%
+4
1391
$789 ﹤0.01%
+11
1392
$789 ﹤0.01%
23
+1
1393
$786 ﹤0.01%
58
-20
1394
$784 ﹤0.01%
+10
1395
$782 ﹤0.01%
+10
1396
$780 ﹤0.01%
13
1397
$775 ﹤0.01%
+11
1398
$771 ﹤0.01%
+66
1399
$769 ﹤0.01%
+6
1400
$766 ﹤0.01%
+7
54 55
56
57 58