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
151
$267K 0.09%
1,417
152
$266K 0.09%
2,005
153
$265K 0.09%
5,276
+17
154
$262K 0.09%
1,075
-40
155
$260K 0.09%
3,468
156
$256K 0.09%
3,740
157
$255K 0.09%
1,223
-3
158
$255K 0.09%
16,528
159
$254K 0.08%
1,509
160
$250K 0.08%
1,095
161
$250K 0.08%
2,124
-2
162
$248K 0.08%
2,196
+8
163
$244K 0.08%
11,213
-2
164
$244K 0.08%
10,041
165
$242K 0.08%
6,509
-8
166
$240K 0.08%
8,175
-3,167
167
$237K 0.08%
3,560
168
$230K 0.08%
4,164
169
$230K 0.08%
1,391
+3
170
$223K 0.07%
1,664
171
$222K 0.07%
2,464
+10
172
$213K 0.07%
886
-5
173
$212K 0.07%
3,148
-3,128
174
$209K 0.07%
3,723
175
$207K 0.07%
589
5 6
7
8 9