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
401
$26.3K 0.02%
226
402
$26.2K 0.02%
262
+228
403
$26.2K 0.02%
388
404
$26.2K 0.02%
509
+493
405
$26.1K 0.02%
163
406
$26K 0.02%
549
407
$26K 0.02%
910
408
$25.9K 0.02%
552
409
$25.7K 0.02%
903
410
$25.7K 0.02%
1,066
411
$25.6K 0.02%
383
-297
412
$25.5K 0.02%
2,177
413
$25.3K 0.02%
744
414
$25.2K 0.02%
1,128
415
$25.2K 0.02%
686
-512
416
$25.2K 0.02%
166
-17
417
$25.2K 0.02%
1,039
418
$25.1K 0.02%
334
419
$25.1K 0.02%
230
420
$25K 0.02%
163
421
$25K 0.02%
540
422
$24.9K 0.02%
840
423
$24.9K 0.02%
380
424
$24.9K 0.02%
395
+7
425
$24.8K 0.02%
1,426
15 16
17
18 19