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
276
$47.2K 0.04%
1,020
277
$46.9K 0.04%
264
-3
278
$45.4K 0.04%
322
279
$45.4K 0.04%
801
-24
280
$45.2K 0.04%
1,247
281
$45K 0.04%
3,415
+3,191
282
$44.5K 0.04%
792
283
$44.4K 0.04%
379
284
$44.1K 0.04%
277
285
$43.3K 0.04%
597
+115
286
$42.7K 0.04%
1,147
-1,586
287
$42.7K 0.04%
1,252
288
$42.6K 0.04%
148
+3
289
$42.3K 0.04%
1,870
290
$41.7K 0.04%
1,408
291
$41.4K 0.04%
1,220
292
$41.3K 0.04%
696
293
$41.2K 0.04%
1,326
294
$41.2K 0.04%
611
295
$40.8K 0.04%
687
296
$40.5K 0.04%
929
297
$40.3K 0.04%
1,033
298
$40.3K 0.04%
576
299
$39.9K 0.04%
630
-246
300
$39.4K 0.04%
617
10 11
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