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
251
$55.1K 0.05%
1,532
252
$54.6K 0.05%
558
+470
253
$54.3K 0.05%
737
254
$54.1K 0.05%
2,149
+94
255
$53.6K 0.05%
1,161
256
$53.1K 0.05%
1,005
257
$53K 0.05%
876
258
$52.7K 0.05%
816
259
$52.2K 0.05%
954
260
$52K 0.05%
1,025
261
$51.6K 0.05%
299
262
$51.3K 0.05%
1,854
263
$51.1K 0.05%
758
264
$50.8K 0.05%
1,221
265
$50.7K 0.05%
1,322
266
$49.6K 0.04%
+251
267
$49.1K 0.04%
486
-27
268
$49K 0.04%
485
269
$48.6K 0.04%
1,415
270
$48.4K 0.04%
1,481
271
$48.2K 0.04%
+798
272
$47.9K 0.04%
860
273
$47.8K 0.04%
1,689
274
$47.8K 0.04%
1,272
275
$47.7K 0.04%
234
+12
9 10
11
12 13