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
451
$22.4K 0.02%
288
452
$22.4K 0.02%
717
+90
453
$22.3K 0.02%
521
454
$21.7K 0.02%
522
455
$21.6K 0.02%
347
456
$21.6K 0.02%
55
457
$21.6K 0.02%
+368
458
$21.5K 0.02%
445
459
$21.4K 0.02%
713
+246
460
$21.4K 0.02%
328
461
$21.4K 0.02%
651
462
$21.4K 0.02%
496
463
$21.4K 0.02%
578
464
$21.3K 0.02%
257
+3
465
$21.2K 0.02%
751
-612
466
$21.2K 0.02%
1,540
467
$21.2K 0.02%
287
468
$21.1K 0.02%
1,207
469
$21K 0.02%
332
470
$21K 0.02%
269
-37
471
$21K 0.02%
748
-2,059
472
$20.9K 0.02%
294
473
$20.9K 0.02%
477
474
$20.9K 0.02%
1,616
475
$20.8K 0.02%
94
17 18
19
20 21