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
626
$12.9K 0.01%
171
-90
627
$12.8K 0.01%
262
628
$12.8K 0.01%
225
-251
629
$12.7K 0.01%
722
630
$12.5K 0.01%
395
631
$12.4K 0.01%
172
+2
632
$12.4K 0.01%
253
633
$12.4K 0.01%
687
634
$12.4K 0.01%
452
635
$12.2K 0.01%
+1,140
636
$12.2K 0.01%
197
637
$12.2K 0.01%
61
638
$12K 0.01%
409
-320
639
$12K 0.01%
474
640
$12K 0.01%
11
641
$12K 0.01%
237
642
$12K 0.01%
161
643
$12K 0.01%
704
644
$12K 0.01%
140
-150
645
$12K 0.01%
+149
646
$11.9K 0.01%
256
647
$11.8K 0.01%
145
648
$11.7K 0.01%
513
649
$11.7K 0.01%
475
650
$11.7K 0.01%
100
24 25
26
27 28