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
576
$15.3K 0.01%
187
577
$15.2K 0.01%
241
578
$15.2K 0.01%
198
579
$15.2K 0.01%
191
580
$15.2K 0.01%
343
+238
581
$15.1K 0.01%
332
582
$15.1K 0.01%
1,482
583
$15K 0.01%
329
584
$15K 0.01%
912
585
$14.9K 0.01%
456
586
$14.9K 0.01%
280
587
$14.7K 0.01%
572
588
$14.7K 0.01%
2,053
589
$14.6K 0.01%
232
590
$14.6K 0.01%
1,298
591
$14.5K 0.01%
350
592
$14.5K 0.01%
324
+180
593
$14.4K 0.01%
437
594
$14.4K 0.01%
303
595
$14.4K 0.01%
348
596
$14.4K 0.01%
237
597
$14.4K 0.01%
79
598
$14.3K 0.01%
445
599
$14.2K 0.01%
449
600
$14.1K 0.01%
496