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
326
$35.1K 0.03%
461
327
$35.1K 0.03%
878
328
$34.9K 0.03%
1,470
329
$34.8K 0.03%
1,711
330
$34.8K 0.03%
944
331
$34.8K 0.03%
553
332
$34.7K 0.03%
806
333
$34.7K 0.03%
1,098
334
$34.4K 0.03%
258
335
$34.1K 0.03%
590
+511
336
$33.9K 0.03%
1,637
-12
337
$33.7K 0.03%
873
338
$33.7K 0.03%
1,001
339
$33.3K 0.03%
185
340
$33.1K 0.03%
1,391
341
$33K 0.03%
612
342
$33K 0.03%
821
343
$32.6K 0.03%
424
344
$32.6K 0.03%
346
345
$32.6K 0.03%
1,277
346
$32.5K 0.03%
91
-29
347
$32.5K 0.03%
836
348
$32.4K 0.03%
195
+104
349
$32.4K 0.03%
506
350
$32.3K 0.03%
1,434
12 13
14
15 16