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
726
$8.35K 0.01%
870
727
$8.35K 0.01%
599
728
$8.33K 0.01%
105
729
$8.32K 0.01%
89
730
$8.27K 0.01%
37
731
$8.24K 0.01%
45
+41
732
$8.24K 0.01%
137
-155
733
$8.15K 0.01%
60
+52
734
$8.14K 0.01%
1,085
735
$8.07K 0.01%
115
736
$8.07K 0.01%
120
737
$8.02K 0.01%
130
738
$7.89K 0.01%
179
739
$7.88K 0.01%
249
740
$7.84K 0.01%
80
741
$7.79K 0.01%
486
742
$7.7K 0.01%
378
743
$7.65K 0.01%
+98
744
$7.6K 0.01%
246
745
$7.6K 0.01%
211
746
$7.59K 0.01%
552
747
$7.58K 0.01%
840
748
$7.54K 0.01%
101
749
$7.53K 0.01%
378
750
$7.52K 0.01%
+211
28 29
30
31 32