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
701
$9.75K 0.01%
308
702
$9.71K 0.01%
774
703
$9.71K 0.01%
658
704
$9.68K 0.01%
377
705
$9.56K 0.01%
1,084
706
$9.39K 0.01%
180
707
$9.35K 0.01%
539
708
$9.33K 0.01%
177
709
$9.33K 0.01%
385
710
$9.25K 0.01%
369
711
$9.24K 0.01%
195
712
$9.23K 0.01%
349
713
$9.2K 0.01%
214
-18
714
$9.18K 0.01%
475
-215
715
$9.16K 0.01%
182
716
$9.1K 0.01%
141
717
$9.09K 0.01%
230
718
$9.02K 0.01%
207
+30
719
$9K 0.01%
274
720
$8.97K 0.01%
76
721
$8.96K 0.01%
347
722
$8.95K 0.01%
222
723
$8.87K 0.01%
392
-217
724
$8.75K 0.01%
287
725
$8.74K 0.01%
390
27 28
29
30 31