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
1426
$696 ﹤0.01%
+19
1427
$696 ﹤0.01%
+27
1428
$695 ﹤0.01%
+5
1429
$693 ﹤0.01%
+5
1430
$684 ﹤0.01%
+17
1431
$683 ﹤0.01%
+28
1432
$674 ﹤0.01%
+2
1433
$668 ﹤0.01%
+1
1434
$666 ﹤0.01%
+4
1435
$665 ﹤0.01%
+10
1436
$665 ﹤0.01%
+6
1437
$664 ﹤0.01%
+16
1438
$659 ﹤0.01%
+6
1439
$657 ﹤0.01%
+6
1440
$656 ﹤0.01%
+10
1441
$655 ﹤0.01%
+46
1442
$653 ﹤0.01%
30
-830
1443
$653 ﹤0.01%
+3
1444
$650 ﹤0.01%
+9
1445
$645 ﹤0.01%
+15
1446
$644 ﹤0.01%
+7
1447
$642 ﹤0.01%
+34
1448
$639 ﹤0.01%
+10
1449
$637 ﹤0.01%
+11
1450
$636 ﹤0.01%
+7
56 57
58
59 60