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
651
$11.7K 0.01%
190
652
$11.6K 0.01%
5
+1
653
$11.6K 0.01%
50
654
$11.5K 0.01%
113
655
$11.4K 0.01%
255
656
$11.4K 0.01%
305
657
$11.3K 0.01%
492
658
$11.3K 0.01%
589
659
$11.3K 0.01%
174
660
$11.2K 0.01%
+928
661
$11.2K 0.01%
112
662
$11.1K 0.01%
341
-491
663
$11.1K 0.01%
387
664
$11.1K 0.01%
397
665
$11K 0.01%
544
666
$11K 0.01%
833
667
$11K 0.01%
353
668
$10.9K 0.01%
263
+141
669
$10.9K 0.01%
591
670
$10.8K 0.01%
208
671
$10.8K 0.01%
960
+136
672
$10.7K 0.01%
476
673
$10.7K 0.01%
121
674
$10.7K 0.01%
9
675
$10.6K 0.01%
1,069