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
301
$39.3K 0.04%
897
302
$39.3K 0.04%
468
+276
303
$38.8K 0.03%
1,078
-24
304
$38.6K 0.03%
2,868
305
$38.4K 0.03%
673
306
$38.3K 0.03%
3,318
307
$37.8K 0.03%
1,894
308
$37.8K 0.03%
360
309
$37.8K 0.03%
263
310
$37.3K 0.03%
524
-918
311
$37.3K 0.03%
282
-19
312
$37.2K 0.03%
949
-82
313
$37.1K 0.03%
590
314
$37.1K 0.03%
635
315
$36.7K 0.03%
1,322
316
$36.6K 0.03%
1,674
317
$36.6K 0.03%
779
318
$36.5K 0.03%
4,235
319
$36.4K 0.03%
548
320
$35.5K 0.03%
647
321
$35.4K 0.03%
736
+65
322
$35.3K 0.03%
454
323
$35.2K 0.03%
1,870
324
$35.2K 0.03%
916
325
$35.2K 0.03%
508
11 12
13
14 15