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
776
$7.11K 0.01%
9
777
$7.08K 0.01%
366
778
$7.05K 0.01%
49
-4
779
$7.03K 0.01%
94
780
$7.01K 0.01%
449
781
$6.97K 0.01%
190
782
$6.96K 0.01%
67
783
$6.88K 0.01%
284
-310
784
$6.8K 0.01%
248
785
$6.78K 0.01%
484
786
$6.76K 0.01%
790
787
$6.74K 0.01%
55
788
$6.65K 0.01%
52
789
$6.64K 0.01%
215
790
$6.64K 0.01%
280
791
$6.63K 0.01%
100
792
$6.62K 0.01%
276
793
$6.62K 0.01%
102
794
$6.62K 0.01%
132
795
$6.59K 0.01%
576
796
$6.52K 0.01%
561
-3
797
$6.46K 0.01%
218
798
$6.46K 0.01%
90
799
$6.42K 0.01%
152
800
$6.42K 0.01%
51
30 31
32
33 34