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
501
$19.3K 0.02%
240
-35
502
$19.3K 0.02%
227
503
$19.3K 0.02%
566
-638
504
$19.1K 0.02%
67
+55
505
$19.1K 0.02%
328
506
$19.1K 0.02%
104
507
$19.1K 0.02%
+671
508
$18.9K 0.02%
700
509
$18.9K 0.02%
477
510
$18.8K 0.02%
164
511
$18.8K 0.02%
761
512
$18.7K 0.02%
405
513
$18.7K 0.02%
330
-564
514
$18.7K 0.02%
792
515
$18.4K 0.02%
558
516
$18.4K 0.02%
459
-5
517
$18.4K 0.02%
992
518
$18.3K 0.02%
1,884
+304
519
$18.2K 0.02%
452
520
$18.2K 0.02%
306
521
$18.2K 0.02%
59
-3
522
$18.2K 0.02%
372
523
$18.2K 0.02%
1,102
524
$18K 0.02%
283
525
$17.9K 0.02%
219
-74
19 20
21
22 23