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
501
$19.7K 0.02%
711
502
$19.7K 0.02%
552
503
$19.6K 0.02%
762
504
$19.6K 0.02%
389
505
$19.6K 0.02%
561
506
$19.6K 0.02%
428
507
$19.4K 0.02%
+572
508
$19.3K 0.02%
240
-35
509
$19.3K 0.02%
227
510
$19.3K 0.02%
566
-638
511
$19.1K 0.02%
67
+55
512
$19.1K 0.02%
328
513
$19.1K 0.02%
104
514
$19.1K 0.02%
+671
515
$18.9K 0.02%
700
516
$18.9K 0.02%
477
517
$18.8K 0.02%
164
518
$18.8K 0.02%
761
519
$18.7K 0.02%
405
520
$18.7K 0.02%
330
-564
521
$18.7K 0.02%
792
522
$18.4K 0.02%
558
523
$18.4K 0.02%
459
-5
524
$18.4K 0.02%
992
525
$18.3K 0.02%
1,884
+304
19 20
21
22 23