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
751
$7.51K 0.01%
170
+20
752
$7.44K 0.01%
228
753
$7.43K 0.01%
+196
754
$7.36K 0.01%
231
755
$7.36K 0.01%
108
756
$7.31K 0.01%
228
-20
757
$7.26K 0.01%
320
758
$7.25K 0.01%
392
-59
759
$7.21K 0.01%
84
760
$7.2K 0.01%
190
761
$7.19K 0.01%
72
762
$7.17K 0.01%
475
763
$7.17K 0.01%
157
764
$7.13K 0.01%
418
765
$7.11K 0.01%
265
766
$7.11K 0.01%
9
767
$7.08K 0.01%
366
768
$7.05K 0.01%
49
-4
769
$7.03K 0.01%
94
770
$7.01K 0.01%
449
771
$6.97K 0.01%
190
772
$6.96K 0.01%
67
773
$6.88K 0.01%
284
-310
774
$6.8K 0.01%
248
775
$6.78K 0.01%
484
29 30
31
32 33