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
701
$9.24K 0.01%
195
702
$9.23K 0.01%
349
703
$9.2K 0.01%
214
-18
704
$9.18K 0.01%
475
-215
705
$9.16K 0.01%
182
706
$9.1K 0.01%
141
707
$9.09K 0.01%
230
708
$9.02K 0.01%
207
+30
709
$9K 0.01%
274
710
$8.97K 0.01%
76
711
$8.96K 0.01%
347
712
$8.95K 0.01%
222
713
$8.87K 0.01%
392
-217
714
$8.75K 0.01%
287
715
$8.74K 0.01%
390
716
$8.72K 0.01%
+394
717
$8.68K 0.01%
135
718
$8.66K 0.01%
346
719
$8.63K 0.01%
111
720
$8.57K 0.01%
374
721
$8.53K 0.01%
552
722
$8.48K 0.01%
76
723
$8.45K 0.01%
771
724
$8.39K 0.01%
140
725
$8.38K 0.01%
234
27 28
29
30 31