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
1626
$224 ﹤0.01%
+12
1627
$222 ﹤0.01%
5
-153
1628
$221 ﹤0.01%
+2
1629
$219 ﹤0.01%
+6
1630
$215 ﹤0.01%
+3
1631
$212 ﹤0.01%
+4
1632
$211 ﹤0.01%
+6
1633
$211 ﹤0.01%
8
1634
$209 ﹤0.01%
+5
1635
$208 ﹤0.01%
+4
1636
$207 ﹤0.01%
5
-184
1637
$206 ﹤0.01%
+5
1638
$205 ﹤0.01%
+11
1639
$205 ﹤0.01%
+2
1640
$204 ﹤0.01%
8
-244
1641
$204 ﹤0.01%
+5
1642
$201 ﹤0.01%
2
-10
1643
$197 ﹤0.01%
+8
1644
$185 ﹤0.01%
+4
1645
$174 ﹤0.01%
2
1646
$171 ﹤0.01%
+10
1647
$161 ﹤0.01%
+6
1648
$157 ﹤0.01%
+3
1649
$157 ﹤0.01%
+3
1650
$154 ﹤0.01%
20
64 65
66
67 68