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
651
$11.2K 0.01%
+928
652
$11.2K 0.01%
112
653
$11.1K 0.01%
341
-491
654
$11.1K 0.01%
387
655
$11.1K 0.01%
397
656
$11K 0.01%
544
657
$11K 0.01%
833
658
$11K 0.01%
353
659
$10.9K 0.01%
263
+141
660
$10.8K 0.01%
208
661
$10.8K 0.01%
960
+136
662
$10.7K 0.01%
476
663
$10.7K 0.01%
121
664
$10.7K 0.01%
9
665
$10.6K 0.01%
1,069
666
$10.6K 0.01%
715
667
$10.6K 0.01%
519
668
$10.6K 0.01%
+269
669
$10.6K 0.01%
423
670
$10.6K 0.01%
37
671
$10.6K 0.01%
525
672
$10.5K 0.01%
206
673
$10.5K 0.01%
262
674
$10.4K 0.01%
416
675
$10.4K 0.01%
959