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
1476
$580 ﹤0.01%
+13
1477
$577 ﹤0.01%
+21
1478
$575 ﹤0.01%
+3
1479
$574 ﹤0.01%
+22
1480
$574 ﹤0.01%
8
1481
$574 ﹤0.01%
+8
1482
$570 ﹤0.01%
+11
1483
$570 ﹤0.01%
+18
1484
$567 ﹤0.01%
+20
1485
$566 ﹤0.01%
+28
1486
$565 ﹤0.01%
+11
1487
$557 ﹤0.01%
+7
1488
$555 ﹤0.01%
+7
1489
$554 ﹤0.01%
+6
1490
$554 ﹤0.01%
+8
1491
$553 ﹤0.01%
+3
1492
$552 ﹤0.01%
+7
1493
$550 ﹤0.01%
+11
1494
$549 ﹤0.01%
+4
1495
$549 ﹤0.01%
+4
1496
$548 ﹤0.01%
+6
1497
$545 ﹤0.01%
+12
1498
$545 ﹤0.01%
14
+2
1499
$544 ﹤0.01%
+15
1500
$543 ﹤0.01%
+4