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
426
$25K 0.02%
163
427
$25K 0.02%
540
428
$24.9K 0.02%
840
429
$24.9K 0.02%
380
430
$24.9K 0.02%
395
+7
431
$24.8K 0.02%
1,426
432
$24.8K 0.02%
813
433
$24.8K 0.02%
321
-604
434
$24.6K 0.02%
106
435
$24.6K 0.02%
557
436
$24.6K 0.02%
287
-95
437
$24.3K 0.02%
371
438
$24.3K 0.02%
292
+288
439
$24.3K 0.02%
595
440
$24.2K 0.02%
578
441
$24.1K 0.02%
342
442
$24K 0.02%
567
443
$23.9K 0.02%
+828
444
$23.8K 0.02%
1,018
445
$23.8K 0.02%
386
446
$23.8K 0.02%
1,324
447
$23.3K 0.02%
1,448
-96
448
$23.3K 0.02%
852
449
$23.3K 0.02%
922
450
$23.2K 0.02%
202
16 17
18
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