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
551
$16.6K 0.01%
415
552
$16.5K 0.01%
+293
553
$16.5K 0.01%
124
554
$16.5K 0.01%
492
555
$16.5K 0.01%
+630
556
$16.4K 0.01%
242
557
$16.4K 0.01%
743
558
$16.3K 0.01%
412
559
$16.2K 0.01%
456
560
$16.1K 0.01%
559
561
$16.1K 0.01%
1,420
562
$16.1K 0.01%
784
563
$16.1K 0.01%
427
564
$16K 0.01%
350
565
$16K 0.01%
328
566
$16K 0.01%
424
567
$16K 0.01%
+233
568
$15.9K 0.01%
710
+4
569
$15.9K 0.01%
180
570
$15.9K 0.01%
497
571
$15.5K 0.01%
1,540
572
$15.5K 0.01%
760
-39
573
$15.3K 0.01%
153
574
$15.3K 0.01%
1,436
575
$15.3K 0.01%
506