SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$116K
3
+$90.9K
4
TSLA icon
Tesla
TSLA
+$81.2K
5
KR icon
Kroger
KR
+$56.2K

Top Sells

1
+$114K
2
+$91.6K
3
+$75.2K
4
MDT icon
Medtronic
MDT
+$72.1K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$60.3K

Sector Composition

1 Financials 18.61%
2 Technology 7.8%
3 Healthcare 7.06%
4 Industrials 5.81%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.3K 0.06%
1,187
227
$62.3K 0.06%
2,600
+2,319
228
$62K 0.06%
4,809
229
$60.1K 0.05%
936
230
$59.9K 0.05%
3,301
-136
231
$59.7K 0.05%
1,168
-20
232
$59.7K 0.05%
504
233
$59K 0.05%
1,609
234
$58.3K 0.05%
1,069
-19
235
$58.3K 0.05%
794
236
$58.3K 0.05%
1,646
-523
237
$57.9K 0.05%
4,774
-41
238
$57.9K 0.05%
+2,163
239
$57.3K 0.05%
742
+521
240
$56.9K 0.05%
669
241
$56.8K 0.05%
955
242
$56.4K 0.05%
1,763
-32
243
$56.4K 0.05%
837
244
$56.1K 0.05%
730
245
$55.4K 0.05%
758
246
$55.1K 0.05%
1,189
247
$55.1K 0.05%
1,532
248
$54.6K 0.05%
558
+470
249
$54.3K 0.05%
737
250
$54.1K 0.05%
2,149
+94
8 9
10
11 12