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
51
$408K 0.37%
27,132
+3,483
52
$379K 0.34%
9,820
53
$371K 0.33%
2,537
54
$368K 0.33%
3,552
55
$364K 0.33%
10,536
+216
56
$358K 0.32%
3,432
57
$346K 0.31%
4,741
-97
58
$338K 0.3%
2,112
-12
59
$333K 0.3%
10,928
60
$323K 0.29%
10,674
61
$321K 0.29%
5,777
62
$319K 0.29%
10,327
-196
63
$311K 0.28%
4,972
-157
64
$309K 0.28%
1,292
65
$309K 0.28%
8,228
66
$300K 0.27%
7,803
67
$298K 0.27%
3,624
68
$277K 0.25%
4,248
69
$275K 0.25%
1,102
+3
70
$274K 0.25%
3,857
-60
71
$273K 0.24%
3,685
72
$267K 0.24%
4,327
+155
73
$264K 0.24%
3,820
74
$259K 0.23%
5,165
+122
75
$259K 0.23%
2,964
1 2
3
4 5