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
526
$17.8K 0.02%
704
527
$17.7K 0.02%
1,102
528
$17.5K 0.02%
288
529
$17.5K 0.02%
307
-634
530
$17.4K 0.02%
170
531
$17.4K 0.02%
1,004
+452
532
$17.4K 0.02%
259
533
$17.3K 0.02%
905
534
$17.3K 0.02%
572
535
$17.1K 0.02%
+79
536
$17.1K 0.02%
501
537
$17K 0.02%
+839
538
$17K 0.02%
502
539
$16.8K 0.02%
178
540
$16.8K 0.02%
766
+323
541
$16.7K 0.01%
309
542
$16.7K 0.01%
586
543
$16.6K 0.01%
415
544
$16.5K 0.01%
+293
545
$16.5K 0.01%
124
546
$16.5K 0.01%
492
547
$16.5K 0.01%
+630
548
$16.4K 0.01%
242
549
$16.4K 0.01%
743
550
$16.3K 0.01%
412