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
251
$53.6K 0.05%
1,161
252
$53.1K 0.05%
1,005
253
$53K 0.05%
876
254
$52.7K 0.05%
816
255
$52.2K 0.05%
954
256
$52K 0.05%
1,025
257
$51.6K 0.05%
299
258
$51.3K 0.05%
1,854
259
$51.1K 0.05%
758
260
$50.8K 0.05%
1,221
261
$50.7K 0.05%
1,322
262
$49.6K 0.04%
+251
263
$49.1K 0.04%
486
-27
264
$49K 0.04%
485
265
$48.6K 0.04%
1,415
266
$48.4K 0.04%
1,481
267
$48.2K 0.04%
+798
268
$47.9K 0.04%
860
269
$47.8K 0.04%
1,689
270
$47.8K 0.04%
1,272
271
$47.7K 0.04%
234
+12
272
$47.7K 0.04%
1,368
273
$47.5K 0.04%
255
274
$47.2K 0.04%
545
275
$47.2K 0.04%
882
9 10
11
12 13