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
1
$27M 8.99%
1,421,196
-9,852
2
$23.4M 7.79%
131,564
+1,256
3
$8.9M 2.97%
33,663
-628
4
$8.35M 2.78%
24,823
+668
5
$7.92M 2.64%
16,670
-24
6
$7.19M 2.4%
51,586
-732
7
$7.02M 2.34%
236,878
+1,638
8
$5.92M 1.97%
77,776
+528
9
$5.9M 1.97%
230,560
-424
10
$5.61M 1.87%
41,408
-30
11
$5.31M 1.77%
37,746
-826
12
$4.91M 1.64%
11,243
+4,118
13
$4.87M 1.63%
28,493
+429
14
$4.56M 1.52%
54,963
+3,536
15
$4.21M 1.4%
15,690
-116
16
$3.92M 1.31%
27,080
+420
17
$3.71M 1.24%
23,399
+826
18
$3.59M 1.2%
21,520
+580
19
$3.55M 1.18%
79,752
+1,451
20
$3.44M 1.15%
793,482
+4
21
$3.28M 1.09%
7,899
+216
22
$3.23M 1.08%
24,971
+834
23
$3.03M 1.01%
12,297
+1
24
$3.02M 1.01%
26,407
+1,363
25
$2.71M 0.9%
20,441
-4,292
1
2 3 4 5