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
1701
– –
-221
1702
– –
-5,660
1703
– –
-72
1704
$0 ﹤0.01%
371
1705
– –
-674
1706
– –
-369
1707
– –
-515
1708
– –
-2,820
1709
– –
-63
1710
– –
-550
1711
– –
-44
1712
– –
-577
1713
– –
-328
1714
– –
-3,692
65 66 67 68
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