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
426
$24.8K 0.02%
813
427
$24.8K 0.02%
321
-604
428
$24.6K 0.02%
106
429
$24.6K 0.02%
557
430
$24.6K 0.02%
287
-95
431
$24.3K 0.02%
371
432
$24.3K 0.02%
292
+288
433
$24.3K 0.02%
595
434
$24.2K 0.02%
578
435
$24.1K 0.02%
342
436
$24K 0.02%
567
437
$23.9K 0.02%
+828
438
$23.8K 0.02%
1,018
439
$23.8K 0.02%
386
440
$23.8K 0.02%
1,324
441
$23.3K 0.02%
1,448
-96
442
$23.3K 0.02%
852
443
$23.3K 0.02%
922
444
$23.2K 0.02%
202
445
$23K 0.02%
568
446
$22.9K 0.02%
517
447
$22.8K 0.02%
62
+3
448
$22.7K 0.02%
154
449
$22.6K 0.02%
402
450
$22.5K 0.02%
1,063
16 17
18
19 20