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
26
$647K 0.58%
4,079
+30
27
$643K 0.58%
15,737
-6
28
$633K 0.57%
5,594
-53
29
$631K 0.56%
5,832
+505
30
$626K 0.56%
12,115
-2,208
31
$618K 0.55%
6,757
+20
32
$611K 0.55%
3,747
+50
33
$607K 0.54%
11,023
-105
34
$589K 0.53%
42,526
+3,142
35
$579K 0.52%
10,838
-802
36
$567K 0.51%
5,407
37
$567K 0.51%
15,623
38
$550K 0.49%
6,540
+24
39
$547K 0.49%
17,021
+140
40
$518K 0.46%
14,801
-312
41
$518K 0.46%
13,820
+720
42
$516K 0.46%
4,489
-249
43
$454K 0.41%
13,243
+1,191
44
$454K 0.41%
8,078
-270
45
$434K 0.39%
3,567
46
$426K 0.38%
6,509
47
$424K 0.38%
5,125
48
$419K 0.38%
10,580
-80
49
$418K 0.37%
3,991
50
$412K 0.37%
5,284
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