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
1626
$222 ﹤0.01%
5
-153
1627
$221 ﹤0.01%
+2
1628
$219 ﹤0.01%
+6
1629
$215 ﹤0.01%
+3
1630
$212 ﹤0.01%
+4
1631
$211 ﹤0.01%
+6
1632
$211 ﹤0.01%
8
1633
$209 ﹤0.01%
+5
1634
$208 ﹤0.01%
+4
1635
$207 ﹤0.01%
5
-184
1636
$206 ﹤0.01%
+5
1637
$205 ﹤0.01%
+11
1638
$205 ﹤0.01%
+2
1639
$204 ﹤0.01%
8
-244
1640
$204 ﹤0.01%
+5
1641
$201 ﹤0.01%
2
-10
1642
$197 ﹤0.01%
+8
1643
$185 ﹤0.01%
+4
1644
$174 ﹤0.01%
2
1645
$171 ﹤0.01%
+10
1646
$161 ﹤0.01%
+6
1647
$157 ﹤0.01%
+3
1648
$157 ﹤0.01%
+3
1649
$154 ﹤0.01%
20
1650
$145 ﹤0.01%
+5
64 65
66
67 68