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
1376
$829 ﹤0.01%
+4
1377
$828 ﹤0.01%
10
+8
1378
$826 ﹤0.01%
+4
1379
$825 ﹤0.01%
+15
1380
$815 ﹤0.01%
+22
1381
$814 ﹤0.01%
+17
1382
$811 ﹤0.01%
+18
1383
$811 ﹤0.01%
+5
1384
$805 ﹤0.01%
+7
1385
$800 ﹤0.01%
+3
1386
$796 ﹤0.01%
+12
1387
$795 ﹤0.01%
+11
1388
$791 ﹤0.01%
52
1389
$790 ﹤0.01%
+16
1390
$790 ﹤0.01%
21
1391
$789 ﹤0.01%
+4
1392
$789 ﹤0.01%
+11
1393
$789 ﹤0.01%
23
+1
1394
$786 ﹤0.01%
58
-20
1395
$784 ﹤0.01%
+10
1396
$782 ﹤0.01%
+10
1397
$780 ﹤0.01%
13
1398
$775 ﹤0.01%
+11
1399
$771 ﹤0.01%
+66
1400
$769 ﹤0.01%
+6
54 55
56
57 58