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
576
$15K 0.01%
912
577
$14.9K 0.01%
456
578
$14.9K 0.01%
280
579
$14.7K 0.01%
572
580
$14.7K 0.01%
2,053
581
$14.6K 0.01%
232
582
$14.6K 0.01%
1,298
583
$14.5K 0.01%
350
584
$14.5K 0.01%
324
+180
585
$14.4K 0.01%
437
586
$14.4K 0.01%
303
587
$14.4K 0.01%
348
588
$14.4K 0.01%
237
589
$14.4K 0.01%
79
590
$14.3K 0.01%
445
591
$14.2K 0.01%
449
592
$14.1K 0.01%
496
593
$14.1K 0.01%
5,020
594
$14K 0.01%
161
595
$14K 0.01%
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596
$14K 0.01%
445
597
$14K 0.01%
902
598
$14K 0.01%
330
+4
599
$13.9K 0.01%
136
600
$13.9K 0.01%
244