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
676
$10.3K 0.01%
413
677
$10.3K 0.01%
378
+29
678
$10.3K 0.01%
718
679
$10.2K 0.01%
251
680
$10.2K 0.01%
1,154
681
$10.2K 0.01%
228
+76
682
$10.2K 0.01%
85
683
$9.96K 0.01%
375
684
$9.95K 0.01%
330
685
$9.88K 0.01%
253
+9
686
$9.85K 0.01%
149
687
$9.83K 0.01%
127
688
$9.8K 0.01%
223
689
$9.78K 0.01%
466
690
$9.78K 0.01%
325
691
$9.75K 0.01%
308
692
$9.71K 0.01%
774
693
$9.71K 0.01%
658
694
$9.68K 0.01%
377
695
$9.56K 0.01%
1,084
696
$9.39K 0.01%
180
697
$9.35K 0.01%
539
698
$9.33K 0.01%
177
699
$9.33K 0.01%
385
700
$9.25K 0.01%
369