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
1476
$577 ﹤0.01%
+21
1477
$575 ﹤0.01%
+3
1478
$574 ﹤0.01%
+22
1479
$574 ﹤0.01%
8
1480
$574 ﹤0.01%
+8
1481
$570 ﹤0.01%
+18
1482
$570 ﹤0.01%
+11
1483
$567 ﹤0.01%
+20
1484
$566 ﹤0.01%
+28
1485
$565 ﹤0.01%
+11
1486
$557 ﹤0.01%
+7
1487
$555 ﹤0.01%
+7
1488
$554 ﹤0.01%
+6
1489
$554 ﹤0.01%
+8
1490
$553 ﹤0.01%
+3
1491
$552 ﹤0.01%
+7
1492
$550 ﹤0.01%
+11
1493
$549 ﹤0.01%
+4
1494
$549 ﹤0.01%
+4
1495
$548 ﹤0.01%
+6
1496
$545 ﹤0.01%
+12
1497
$545 ﹤0.01%
14
+2
1498
$544 ﹤0.01%
+15
1499
$543 ﹤0.01%
+4
1500
$540 ﹤0.01%
+4
58 59
60
61 62