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
601
$14.1K 0.01%
5,020
602
$14K 0.01%
161
603
$14K 0.01%
811
604
$14K 0.01%
445
605
$14K 0.01%
902
606
$14K 0.01%
330
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607
$13.9K 0.01%
136
608
$13.9K 0.01%
244
609
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+2,489
610
$13.9K 0.01%
288
611
$13.5K 0.01%
378
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$13.5K 0.01%
275
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$13.5K 0.01%
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$13.4K 0.01%
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$13.4K 0.01%
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617
$13.2K 0.01%
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$13.1K 0.01%
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$13K 0.01%
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623
$13K 0.01%
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624
$13K 0.01%
434
625
$12.9K 0.01%
448