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
1401
$766 ﹤0.01%
+7
1402
$764 ﹤0.01%
+6
1403
$764 ﹤0.01%
+8
1404
$763 ﹤0.01%
+35
1405
$763 ﹤0.01%
+15
1406
$762 ﹤0.01%
+16
1407
$759 ﹤0.01%
+15
1408
$758 ﹤0.01%
30
1409
$756 ﹤0.01%
+6
1410
$754 ﹤0.01%
+7
1411
$752 ﹤0.01%
+11
1412
$746 ﹤0.01%
+20
1413
$745 ﹤0.01%
+13
1414
$733 ﹤0.01%
+12
1415
$733 ﹤0.01%
+3
1416
$731 ﹤0.01%
26
1417
$731 ﹤0.01%
+12
1418
$726 ﹤0.01%
+7
1419
$726 ﹤0.01%
+13
1420
$722 ﹤0.01%
+7
1421
$717 ﹤0.01%
+9
1422
$715 ﹤0.01%
5
-1
1423
$714 ﹤0.01%
+3
1424
$714 ﹤0.01%
+8
1425
$698 ﹤0.01%
+7
55 56
57
58 59