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
1501
$540 ﹤0.01%
+4
1502
$538 ﹤0.01%
+2
1503
$534 ﹤0.01%
+4
1504
$534 ﹤0.01%
+6
1505
$531 ﹤0.01%
+34
1506
$531 ﹤0.01%
23
-690
1507
$531 ﹤0.01%
+5
1508
$527 ﹤0.01%
+51
1509
$527 ﹤0.01%
+28
1510
$525 ﹤0.01%
+9
1511
$525 ﹤0.01%
+6
1512
$524 ﹤0.01%
+4
1513
$522 ﹤0.01%
+8
1514
$522 ﹤0.01%
+10
1515
$522 ﹤0.01%
+12
1516
$521 ﹤0.01%
+15
1517
$518 ﹤0.01%
+3
1518
$514 ﹤0.01%
+6
1519
$514 ﹤0.01%
+12
1520
$511 ﹤0.01%
+12
1521
$506 ﹤0.01%
+9
1522
$506 ﹤0.01%
+5
1523
$505 ﹤0.01%
+1
1524
$501 ﹤0.01%
+11
1525
$501 ﹤0.01%
+2
59 60
61
62 63