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
351
$32K 0.03%
1,203
+1,180
352
$32K 0.03%
799
353
$31.8K 0.03%
236
354
$31.6K 0.03%
1,600
355
$31.4K 0.03%
3,440
356
$31.4K 0.03%
681
357
$31.1K 0.03%
+553
358
$30.9K 0.03%
994
359
$30.8K 0.03%
285
360
$30.2K 0.03%
417
361
$30.2K 0.03%
564
362
$30.1K 0.03%
353
363
$29.9K 0.03%
382
364
$29.9K 0.03%
4,529
365
$29.8K 0.03%
+372
366
$29.4K 0.03%
1,410
-870
367
$29.3K 0.03%
+997
368
$29.2K 0.03%
258
-284
369
$29.2K 0.03%
1,832
370
$29.1K 0.03%
4,804
+142
371
$29.1K 0.03%
114
+4
372
$29K 0.03%
35
373
$29K 0.03%
476
374
$29K 0.03%
1,071
375
$28.8K 0.03%
1,331
13 14
15
16 17