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
751
$7.79K 0.01%
486
752
$7.7K 0.01%
378
753
$7.65K 0.01%
+98
754
$7.6K 0.01%
246
755
$7.6K 0.01%
211
756
$7.59K 0.01%
552
757
$7.58K 0.01%
840
758
$7.54K 0.01%
101
759
$7.53K 0.01%
378
760
$7.52K 0.01%
+211
761
$7.51K 0.01%
170
+20
762
$7.44K 0.01%
228
763
$7.43K 0.01%
+196
764
$7.36K 0.01%
231
765
$7.36K 0.01%
108
766
$7.31K 0.01%
228
-20
767
$7.26K 0.01%
320
768
$7.25K 0.01%
392
-59
769
$7.21K 0.01%
84
770
$7.2K 0.01%
190
771
$7.19K 0.01%
72
772
$7.17K 0.01%
475
773
$7.17K 0.01%
157
774
$7.13K 0.01%
418
775
$7.11K 0.01%
265
29 30
31
32 33