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
476
$20.8K 0.02%
202
477
$20.6K 0.02%
670
478
$20.6K 0.02%
566
479
$20.6K 0.02%
300
480
$20.5K 0.02%
2,311
481
$20.4K 0.02%
479
482
$20.4K 0.02%
+699
483
$20.2K 0.02%
173
484
$20.2K 0.02%
424
485
$20.1K 0.02%
239
486
$20.1K 0.02%
760
487
$20.1K 0.02%
720
488
$20.1K 0.02%
468
489
$19.9K 0.02%
296
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490
$19.8K 0.02%
448
491
$19.8K 0.02%
810
492
$19.8K 0.02%
353
493
$19.7K 0.02%
899
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494
$19.7K 0.02%
711
495
$19.7K 0.02%
552
496
$19.6K 0.02%
762
497
$19.6K 0.02%
389
498
$19.6K 0.02%
561
499
$19.6K 0.02%
428
500
$19.4K 0.02%
+572