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
376
$29.1K 0.03%
4,804
+142
377
$29.1K 0.03%
114
+4
378
$29K 0.03%
35
379
$29K 0.03%
476
380
$29K 0.03%
1,071
381
$28.8K 0.03%
1,331
382
$28.7K 0.03%
1,160
383
$28.5K 0.03%
294
384
$28.4K 0.03%
3,472
385
$28.4K 0.03%
+457
386
$28.2K 0.03%
+834
387
$28.2K 0.03%
486
388
$28.1K 0.03%
617
389
$27.8K 0.02%
2,322
390
$27.8K 0.02%
465
391
$27.8K 0.02%
921
392
$27.8K 0.02%
710
393
$27.7K 0.02%
1,264
394
$27.5K 0.02%
+929
395
$27.3K 0.02%
827
396
$27.2K 0.02%
501
397
$27.2K 0.02%
1,013
398
$27.2K 0.02%
79
399
$27K 0.02%
651
400
$27K 0.02%
652
14 15
16
17 18