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
1601
$294 ﹤0.01%
+10
1602
$292 ﹤0.01%
+3
1603
$284 ﹤0.01%
3
1604
$282 ﹤0.01%
+10
1605
$281 ﹤0.01%
+3
1606
$278 ﹤0.01%
+10
1607
$277 ﹤0.01%
+10
1608
$276 ﹤0.01%
+34
1609
$271 ﹤0.01%
+17
1610
$266 ﹤0.01%
+17
1611
$259 ﹤0.01%
9
-959
1612
$258 ﹤0.01%
7
1613
$255 ﹤0.01%
+5
1614
$252 ﹤0.01%
+3
1615
$246 ﹤0.01%
7
-228
1616
$244 ﹤0.01%
13
-501
1617
$243 ﹤0.01%
+3
1618
$241 ﹤0.01%
+5
1619
$241 ﹤0.01%
4
-120
1620
$232 ﹤0.01%
+14
1621
$231 ﹤0.01%
+14
1622
$230 ﹤0.01%
+9
1623
$229 ﹤0.01%
74
-3,817
1624
$227 ﹤0.01%
+14
1625
$227 ﹤0.01%
2
63 64
65
66 67