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
1676
– –
-1,947
1677
– –
-2
1678
– –
-727
1679
– –
-8
1680
– –
-2
1681
– –
-214
1682
– –
-3
1683
– –
-500
1684
– –
-32
1685
– –
-1,643
1686
– –
-30
1687
– –
-120
1688
– –
-20
1689
– –
-2
1690
– –
-231
1691
– –
-4
1692
– –
-1,764
1693
– –
-2
1694
– –
0
1695
– –
-275
1696
– –
-276
1697
– –
0
1698
– –
-2
1699
– –
-2
1700
– –
-2,325
65 66 67
68
69