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
1651
$145 ﹤0.01%
+5
1652
$144 ﹤0.01%
40
1653
$143 ﹤0.01%
25
-1,248
1654
$135 ﹤0.01%
+9
1655
$130 ﹤0.01%
+7
1656
$122 ﹤0.01%
2
1657
$121 ﹤0.01%
+3
1658
$120 ﹤0.01%
+1
1659
$116 ﹤0.01%
1
1660
$108 ﹤0.01%
19
1661
$107 ﹤0.01%
1
1662
$92 ﹤0.01%
1
-1
1663
$62 ﹤0.01%
6
1664
$61 ﹤0.01%
+1
1665
$36 ﹤0.01%
+1
1666
$3 ﹤0.01%
1
1667
– –
-654
1668
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-10
1669
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-50
1670
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-46
1671
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-200
1672
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1673
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– –
-2
65 66
67
68 69