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
201
$162K 0.05%
4,819
+1,394
202
$161K 0.05%
348
203
$159K 0.05%
1,377
204
$156K 0.05%
277
205
$156K 0.05%
2,283
206
$156K 0.05%
1,500
-24
207
$155K 0.05%
374
208
$154K 0.05%
5,871
+35
209
$151K 0.05%
3,464
210
$149K 0.05%
665
211
$149K 0.05%
3,562
+16
212
$149K 0.05%
903
+5
213
$148K 0.05%
3,586
+30
214
$146K 0.05%
1,071
+6
215
$143K 0.05%
2,521
-9
216
$143K 0.05%
5,172
-1,229
217
$141K 0.05%
1,950
-14
218
$140K 0.05%
1,496
219
$139K 0.05%
7,404
-1,254
220
$135K 0.05%
4,387
221
$132K 0.04%
1,001
-2
222
$132K 0.04%
1,434
+15
223
$132K 0.04%
2,427
224
$132K 0.04%
966
225
$131K 0.04%
1,067
+11
7 8
9
10 11