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
276
$47.7K 0.04%
1,368
277
$47.5K 0.04%
255
278
$47.2K 0.04%
545
279
$47.2K 0.04%
882
280
$47.2K 0.04%
1,020
281
$46.9K 0.04%
264
-3
282
$45.4K 0.04%
322
283
$45.4K 0.04%
801
-24
284
$45.2K 0.04%
1,247
285
$45K 0.04%
3,415
+3,191
286
$44.5K 0.04%
792
287
$44.4K 0.04%
379
288
$44.1K 0.04%
277
289
$43.3K 0.04%
597
+115
290
$42.7K 0.04%
1,147
-1,586
291
$42.7K 0.04%
1,252
292
$42.6K 0.04%
148
+3
293
$42.3K 0.04%
1,870
294
$41.7K 0.04%
1,408
295
$41.7K 0.04%
+2,248
296
$41.4K 0.04%
1,220
297
$41.3K 0.04%
696
298
$41.2K 0.04%
1,326
299
$41.2K 0.04%
611
300
$40.8K 0.04%
687
10 11
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