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
1551
$441 ﹤0.01%
+11
1552
$437 ﹤0.01%
1
1553
$436 ﹤0.01%
+10
1554
$432 ﹤0.01%
11
-540
1555
$431 ﹤0.01%
+11
1556
$424 ﹤0.01%
+16
1557
$419 ﹤0.01%
+5
1558
$417 ﹤0.01%
+4
1559
$414 ﹤0.01%
14
-717
1560
$414 ﹤0.01%
+6
1561
$414 ﹤0.01%
+12
1562
$413 ﹤0.01%
9
-207
1563
$412 ﹤0.01%
+7
1564
$411 ﹤0.01%
+9
1565
$410 ﹤0.01%
+8
1566
$410 ﹤0.01%
+5
1567
$410 ﹤0.01%
+9
1568
$403 ﹤0.01%
+9
1569
$403 ﹤0.01%
+8
1570
$401 ﹤0.01%
+12
1571
$400 ﹤0.01%
+4
1572
$398 ﹤0.01%
+2
1573
$393 ﹤0.01%
+6
1574
$390 ﹤0.01%
+8
1575
$384 ﹤0.01%
+14
61 62
63
64 65