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
1526
$494 ﹤0.01%
+7
1527
$493 ﹤0.01%
+1
1528
$493 ﹤0.01%
+12
1529
$492 ﹤0.01%
+22
1530
$490 ﹤0.01%
+34
1531
$487 ﹤0.01%
+5
1532
$483 ﹤0.01%
+17
1533
$482 ﹤0.01%
+8
1534
$481 ﹤0.01%
+19
1535
$481 ﹤0.01%
+22
1536
$477 ﹤0.01%
+20
1537
$475 ﹤0.01%
+2
1538
$475 ﹤0.01%
+17
1539
$474 ﹤0.01%
3
1540
$472 ﹤0.01%
+4
1541
$469 ﹤0.01%
+7
1542
$467 ﹤0.01%
+27
1543
$463 ﹤0.01%
+23
1544
$458 ﹤0.01%
+7
1545
$458 ﹤0.01%
+8
1546
$448 ﹤0.01%
+19
1547
$448 ﹤0.01%
+8
1548
$447 ﹤0.01%
2
1549
$446 ﹤0.01%
13
1550
$444 ﹤0.01%
13
-747
60 61
62
63 64