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
626
$12.2K 0.01%
+1,140
627
$12.2K 0.01%
197
628
$12.2K 0.01%
61
629
$12K 0.01%
409
-320
630
$12K 0.01%
474
631
$12K 0.01%
11
632
$12K 0.01%
237
633
$12K 0.01%
161
634
$12K 0.01%
704
635
$12K 0.01%
140
-150
636
$12K 0.01%
+149
637
$11.9K 0.01%
256
638
$11.8K 0.01%
145
639
$11.7K 0.01%
513
640
$11.7K 0.01%
475
641
$11.7K 0.01%
100
642
$11.7K 0.01%
190
643
$11.6K 0.01%
5
+1
644
$11.6K 0.01%
50
645
$11.5K 0.01%
113
646
$11.4K 0.01%
255
647
$11.4K 0.01%
305
648
$11.3K 0.01%
492
649
$11.3K 0.01%
589
650
$11.3K 0.01%
174
24 25
26
27 28