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
1451
$628 ﹤0.01%
+13
1452
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1453
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1454
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1455
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1457
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1458
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1459
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1460
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1461
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1462
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1466
$605 ﹤0.01%
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1467
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1468
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1469
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1470
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1471
$587 ﹤0.01%
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1472
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1473
$585 ﹤0.01%
+2
1474
$583 ﹤0.01%
10
-2
1475
$580 ﹤0.01%
+13
57 58
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60 61