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
1651
$144 ﹤0.01%
40
1652
$143 ﹤0.01%
25
-1,248
1653
$135 ﹤0.01%
+9
1654
$130 ﹤0.01%
+7
1655
$122 ﹤0.01%
2
1656
$121 ﹤0.01%
+3
1657
$120 ﹤0.01%
+1
1658
$116 ﹤0.01%
1
1659
$108 ﹤0.01%
19
1660
$107 ﹤0.01%
1
1661
$92 ﹤0.01%
1
-1
1662
$62 ﹤0.01%
6
1663
$61 ﹤0.01%
+1
1664
$36 ﹤0.01%
+1
1665
$3 ﹤0.01%
1
1666
– –
-30
1667
– –
-120
1668
– –
-20
1669
– –
-2
1670
– –
-2
1671
– –
-2,325
1672
– –
-221
1673
– –
-2,820
1674
– –
-63
1675
– –
-550
65 66
67
68 69