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
326
$35.5K 0.03%
647
327
$35.4K 0.03%
736
+65
328
$35.3K 0.03%
454
329
$35.2K 0.03%
1,870
330
$35.2K 0.03%
916
331
$35.2K 0.03%
508
332
$35.1K 0.03%
461
333
$35.1K 0.03%
878
334
$34.9K 0.03%
1,470
335
$34.8K 0.03%
1,711
336
$34.8K 0.03%
944
337
$34.8K 0.03%
553
338
$34.7K 0.03%
806
339
$34.7K 0.03%
1,098
340
$34.4K 0.03%
258
341
$34.1K 0.03%
590
+511
342
$33.9K 0.03%
1,637
-12
343
$33.7K 0.03%
873
344
$33.7K 0.03%
1,001
345
$33.3K 0.03%
185
346
$33.1K 0.03%
1,391
347
$33K 0.03%
612
348
$33K 0.03%
821
349
$32.6K 0.03%
424
350
$32.6K 0.03%
346
12 13
14
15 16