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
776
$6.76K 0.01%
790
777
$6.74K 0.01%
55
778
$6.65K 0.01%
52
779
$6.64K 0.01%
215
780
$6.64K 0.01%
280
781
$6.63K 0.01%
100
782
$6.62K 0.01%
276
783
$6.62K 0.01%
102
784
$6.62K 0.01%
132
785
$6.59K 0.01%
576
786
$6.52K 0.01%
561
-3
787
$6.46K 0.01%
218
788
$6.46K 0.01%
90
789
$6.42K 0.01%
152
790
$6.42K 0.01%
51
791
$6.37K 0.01%
51
792
$6.29K 0.01%
93
793
$6.27K 0.01%
247
794
$6.24K 0.01%
440
795
$6.23K 0.01%
142
796
$6.2K 0.01%
394
797
$6.19K 0.01%
112
798
$6.13K 0.01%
58
799
$6.13K 0.01%
212
+40
800
$6.11K 0.01%
148
30 31
32
33 34