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
+$298K
2
+$118K
3
+$93.5K
4
TSLA icon
Tesla
TSLA
+$88K
5
KR icon
Kroger
KR
+$59.4K

Top Sells

1
+$114K
2
+$99K
3
+$75.2K
4
MDT icon
Medtronic
MDT
+$65.4K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$59K

Sector Composition

1 Financials 18.61%
2 Technology 7.99%
3 Healthcare 7.06%
4 Industrials 5.86%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.6K 0.06%
2,880
227
$63K 0.06%
1,826
+1,722
228
$62.9K 0.06%
506
229
$62.8K 0.06%
862
230
$62.3K 0.06%
1,187
231
$62.3K 0.06%
2,600
+2,319
232
$62K 0.06%
4,809
233
$60.1K 0.05%
936
234
$59.9K 0.05%
3,301
-136
235
$59.7K 0.05%
1,168
-20
236
$59.7K 0.05%
504
237
$59K 0.05%
1,609
238
$58.3K 0.05%
1,069
-19
239
$58.3K 0.05%
794
240
$58.3K 0.05%
1,646
-523
241
$57.9K 0.05%
4,774
-41
242
$57.9K 0.05%
+2,163
243
$57.3K 0.05%
742
+521
244
$56.9K 0.05%
669
245
$56.8K 0.05%
955
246
$56.4K 0.05%
1,763
-32
247
$56.4K 0.05%
837
248
$56.1K 0.05%
730
249
$55.4K 0.05%
758
250
$55.1K 0.05%
1,189
8 9
10
11 12