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
351
$32.6K 0.03%
1,277
352
$32.5K 0.03%
91
-29
353
$32.5K 0.03%
836
354
$32.4K 0.03%
195
+104
355
$32.4K 0.03%
506
356
$32.3K 0.03%
1,434
357
$32K 0.03%
1,203
+1,180
358
$32K 0.03%
799
359
$31.8K 0.03%
236
360
$31.6K 0.03%
1,600
361
$31.4K 0.03%
3,440
362
$31.4K 0.03%
681
363
$31.1K 0.03%
+553
364
$30.9K 0.03%
994
365
$30.8K 0.03%
285
366
$30.2K 0.03%
417
367
$30.2K 0.03%
564
368
$30.1K 0.03%
353
369
$29.9K 0.03%
382
370
$29.9K 0.03%
4,529
371
$29.8K 0.03%
+372
372
$29.4K 0.03%
1,410
-870
373
$29.3K 0.03%
+997
374
$29.2K 0.03%
258
-284
375
$29.2K 0.03%
1,832
13 14
15
16 17