SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
126
$320K 0.11%
4,439
-83
127
$319K 0.11%
9,892
128
$317K 0.11%
2,024
+68
129
$313K 0.1%
1,274
130
$312K 0.1%
2,861
-24
131
$311K 0.1%
1,425
-3
132
$307K 0.1%
1,523
-222
133
$300K 0.1%
8,130
134
$300K 0.1%
+1,834
135
$300K 0.1%
5,160
136
$296K 0.1%
5,052
-21
137
$295K 0.1%
3,433
+159
138
$295K 0.1%
13,239
139
$293K 0.1%
460
+2
140
$291K 0.1%
2,995
+26
141
$288K 0.1%
1,435
142
$285K 0.1%
3,512
-486
143
$285K 0.09%
2,629
+244
144
$284K 0.09%
5,889
+549
145
$283K 0.09%
4,708
146
$278K 0.09%
2,766
147
$277K 0.09%
2,369
+3
148
$273K 0.09%
14,715
+54
149
$272K 0.09%
5,673
+93
150
$272K 0.09%
5,207
-29
4 5
6
7 8