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
376
$28.7K 0.03%
1,160
377
$28.5K 0.03%
294
378
$28.4K 0.03%
3,472
379
$28.4K 0.03%
+457
380
$28.2K 0.03%
+834
381
$28.2K 0.03%
486
382
$28.1K 0.03%
617
383
$27.8K 0.02%
2,322
384
$27.8K 0.02%
465
385
$27.8K 0.02%
929
386
$27.8K 0.02%
710
387
$27.7K 0.02%
1,264
388
$27.5K 0.02%
+929
389
$27.3K 0.02%
827
390
$27.2K 0.02%
501
391
$27.2K 0.02%
1,013
392
$27.2K 0.02%
79
393
$27K 0.02%
651
394
$27K 0.02%
652
395
$26.7K 0.02%
548
396
$26.7K 0.02%
1,381
397
$26.6K 0.02%
254
398
$26.6K 0.02%
405
399
$26.5K 0.02%
1,654
400
$26.4K 0.02%
652
14 15
16
17 18