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
401
$26.7K 0.02%
548
402
$26.7K 0.02%
1,381
403
$26.6K 0.02%
254
404
$26.6K 0.02%
405
405
$26.5K 0.02%
1,654
406
$26.4K 0.02%
652
407
$26.3K 0.02%
226
408
$26.2K 0.02%
262
+228
409
$26.2K 0.02%
388
410
$26.2K 0.02%
509
+493
411
$26.1K 0.02%
163
412
$26K 0.02%
549
413
$26K 0.02%
910
414
$25.9K 0.02%
552
415
$25.7K 0.02%
903
416
$25.7K 0.02%
1,066
417
$25.6K 0.02%
383
-297
418
$25.5K 0.02%
2,177
419
$25.3K 0.02%
744
420
$25.2K 0.02%
1,128
421
$25.2K 0.02%
686
-512
422
$25.2K 0.02%
166
-17
423
$25.2K 0.02%
1,039
424
$25.1K 0.02%
334
425
$25.1K 0.02%
230
15 16
17
18 19