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
1576
$382 ﹤0.01%
+2
1577
$381 ﹤0.01%
+8
1578
$380 ﹤0.01%
+8
1579
$374 ﹤0.01%
13
1580
$371 ﹤0.01%
+7
1581
$352 ﹤0.01%
40
-2,118
1582
$348 ﹤0.01%
+26
1583
$347 ﹤0.01%
+6
1584
$345 ﹤0.01%
+17
1585
$343 ﹤0.01%
+1
1586
$340 ﹤0.01%
+23
1587
$338 ﹤0.01%
+9
1588
$336 ﹤0.01%
+7
1589
$334 ﹤0.01%
+17
1590
$331 ﹤0.01%
+2
1591
$325 ﹤0.01%
+19
1592
$323 ﹤0.01%
+9
1593
$323 ﹤0.01%
+11
1594
$322 ﹤0.01%
+13
1595
$316 ﹤0.01%
+7
1596
$312 ﹤0.01%
14
-538
1597
$306 ﹤0.01%
+12
1598
$302 ﹤0.01%
+10
1599
$299 ﹤0.01%
+20
1600
$294 ﹤0.01%
+10
62 63
64
65 66