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
551
$16.2K 0.01%
456
552
$16.1K 0.01%
559
553
$16.1K 0.01%
1,420
554
$16.1K 0.01%
784
555
$16.1K 0.01%
427
556
$16K 0.01%
350
557
$16K 0.01%
328
558
$16K 0.01%
424
559
$16K 0.01%
+233
560
$15.9K 0.01%
710
+4
561
$15.9K 0.01%
180
562
$15.9K 0.01%
497
563
$15.5K 0.01%
1,540
564
$15.5K 0.01%
760
-39
565
$15.3K 0.01%
153
566
$15.3K 0.01%
1,436
567
$15.3K 0.01%
506
568
$15.3K 0.01%
187
569
$15.2K 0.01%
241
570
$15.2K 0.01%
198
571
$15.2K 0.01%
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572
$15.2K 0.01%
343
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332
574
$15.1K 0.01%
1,482
575
$15K 0.01%
329