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
176
$206K 0.07%
830
177
$201K 0.07%
1,353
+33
178
$199K 0.07%
3,180
-5
179
$197K 0.07%
8,538
180
$195K 0.07%
1,454
+7
181
$194K 0.06%
4,097
-1,182
182
$194K 0.06%
5,821
183
$193K 0.06%
2,453
-37
184
$190K 0.06%
3,143
+234
185
$188K 0.06%
1,358
186
$186K 0.06%
8,066
+889
187
$186K 0.06%
4,333
+367
188
$184K 0.06%
1,358
189
$183K 0.06%
3,108
190
$182K 0.06%
6,225
191
$181K 0.06%
3,669
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192
$178K 0.06%
3,052
193
$175K 0.06%
269
194
$174K 0.06%
5,525
195
$174K 0.06%
7,949
-2,372
196
$170K 0.06%
1,831
+367
197
$165K 0.06%
3,750
+7
198
$162K 0.05%
1,078
+1
199
$162K 0.05%
3,938
200
$162K 0.05%
3,810
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