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
301
$40.6K 0.04%
1,449
302
$40.5K 0.04%
929
303
$40.3K 0.04%
1,033
304
$40.3K 0.04%
576
305
$39.9K 0.04%
630
-246
306
$39.4K 0.04%
617
307
$39.3K 0.04%
897
308
$39.3K 0.04%
468
+276
309
$38.8K 0.03%
1,078
-24
310
$38.6K 0.03%
2,868
311
$38.4K 0.03%
673
312
$38.3K 0.03%
3,318
313
$37.8K 0.03%
1,894
314
$37.8K 0.03%
360
315
$37.8K 0.03%
263
316
$37.3K 0.03%
524
-918
317
$37.3K 0.03%
282
-19
318
$37.2K 0.03%
949
-82
319
$37.1K 0.03%
590
320
$37.1K 0.03%
635
321
$36.7K 0.03%
1,322
322
$36.6K 0.03%
1,674
323
$36.6K 0.03%
779
324
$36.5K 0.03%
4,235
325
$36.4K 0.03%
548
11 12
13
14 15