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
676
$10.6K 0.01%
715
677
$10.6K 0.01%
519
678
$10.6K 0.01%
+269
679
$10.6K 0.01%
423
680
$10.6K 0.01%
37
681
$10.6K 0.01%
525
682
$10.5K 0.01%
206
683
$10.5K 0.01%
262
684
$10.4K 0.01%
416
685
$10.4K 0.01%
959
686
$10.3K 0.01%
413
687
$10.3K 0.01%
378
+29
688
$10.3K 0.01%
718
689
$10.2K 0.01%
251
690
$10.2K 0.01%
1,154
691
$10.2K 0.01%
228
+76
692
$10.2K 0.01%
85
693
$9.96K 0.01%
375
694
$9.95K 0.01%
330
695
$9.88K 0.01%
253
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696
$9.85K 0.01%
149
697
$9.83K 0.01%
127
698
$9.8K 0.01%
223
699
$9.78K 0.01%
466
700
$9.78K 0.01%
325