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
726
$8.72K 0.01%
+394
727
$8.68K 0.01%
135
728
$8.66K 0.01%
346
729
$8.63K 0.01%
111
730
$8.57K 0.01%
374
731
$8.53K 0.01%
552
732
$8.48K 0.01%
76
733
$8.45K 0.01%
771
734
$8.39K 0.01%
140
735
$8.38K 0.01%
234
736
$8.35K 0.01%
870
737
$8.35K 0.01%
599
738
$8.33K 0.01%
105
739
$8.32K 0.01%
89
740
$8.27K 0.01%
37
741
$8.24K 0.01%
45
+41
742
$8.24K 0.01%
137
-155
743
$8.15K 0.01%
60
+52
744
$8.14K 0.01%
1,085
745
$8.07K 0.01%
115
746
$8.07K 0.01%
120
747
$8.02K 0.01%
130
748
$7.89K 0.01%
179
749
$7.88K 0.01%
249
750
$7.84K 0.01%
80
28 29
30
31 32