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
526
$18.2K 0.02%
452
527
$18.2K 0.02%
306
528
$18.2K 0.02%
59
-3
529
$18.2K 0.02%
372
530
$18.2K 0.02%
1,102
531
$18K 0.02%
283
532
$17.9K 0.02%
219
-74
533
$17.8K 0.02%
704
534
$17.7K 0.02%
1,102
535
$17.5K 0.02%
288
536
$17.5K 0.02%
307
-634
537
$17.4K 0.02%
170
538
$17.4K 0.02%
1,004
+452
539
$17.4K 0.02%
259
540
$17.3K 0.02%
905
541
$17.3K 0.02%
572
542
$17.1K 0.02%
+79
543
$17.1K 0.02%
501
544
$17K 0.02%
+839
545
$17K 0.02%
502
546
$16.9K 0.02%
992
547
$16.8K 0.02%
178
548
$16.8K 0.02%
766
+323
549
$16.7K 0.01%
309
550
$16.7K 0.01%
586
20 21
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