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
601
$13.9K 0.01%
+2,489
602
$13.9K 0.01%
288
603
$13.5K 0.01%
378
604
$13.5K 0.01%
275
605
$13.5K 0.01%
327
-1,032
606
$13.4K 0.01%
986
607
$13.4K 0.01%
605
-15
608
$13.3K 0.01%
+3,008
609
$13.2K 0.01%
451
610
$13.2K 0.01%
635
+416
611
$13.1K 0.01%
45
612
$13.1K 0.01%
415
613
$13.1K 0.01%
133
614
$13K 0.01%
735
615
$13K 0.01%
434
616
$12.9K 0.01%
448
617
$12.9K 0.01%
171
-90
618
$12.8K 0.01%
262
619
$12.8K 0.01%
225
-251
620
$12.7K 0.01%
722
621
$12.5K 0.01%
395
622
$12.4K 0.01%
172
+2
623
$12.4K 0.01%
253
624
$12.4K 0.01%
687
625
$12.4K 0.01%
452
23 24
25
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