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
476
$21K 0.02%
332
477
$21K 0.02%
269
-37
478
$21K 0.02%
748
-2,059
479
$20.9K 0.02%
294
480
$20.9K 0.02%
477
481
$20.9K 0.02%
1,616
482
$20.8K 0.02%
94
483
$20.8K 0.02%
202
484
$20.6K 0.02%
670
485
$20.6K 0.02%
566
486
$20.6K 0.02%
300
487
$20.5K 0.02%
2,311
488
$20.4K 0.02%
479
489
$20.4K 0.02%
+699
490
$20.2K 0.02%
173
491
$20.2K 0.02%
424
492
$20.1K 0.02%
239
493
$20.1K 0.02%
760
494
$20.1K 0.02%
720
495
$20.1K 0.02%
468
496
$19.9K 0.02%
296
-209
497
$19.8K 0.02%
448
498
$19.8K 0.02%
810
499
$19.8K 0.02%
353
500
$19.7K 0.02%
899
+66
18 19
20
21 22