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
451
$23K 0.02%
568
452
$22.9K 0.02%
517
453
$22.8K 0.02%
62
+3
454
$22.7K 0.02%
154
455
$22.6K 0.02%
402
456
$22.5K 0.02%
1,063
457
$22.4K 0.02%
288
458
$22.4K 0.02%
717
+90
459
$22.3K 0.02%
521
460
$22K 0.02%
289
461
$21.7K 0.02%
522
462
$21.6K 0.02%
347
463
$21.6K 0.02%
55
464
$21.6K 0.02%
+368
465
$21.5K 0.02%
445
466
$21.4K 0.02%
713
+246
467
$21.4K 0.02%
328
468
$21.4K 0.02%
651
469
$21.4K 0.02%
496
470
$21.4K 0.02%
578
471
$21.3K 0.02%
257
+3
472
$21.2K 0.02%
751
-612
473
$21.2K 0.02%
1,540
474
$21.2K 0.02%
287
475
$21.1K 0.02%
1,207