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
801
$6.07K 0.01%
108
802
$5.99K 0.01%
261
803
$5.97K 0.01%
86
804
$5.94K 0.01%
917
805
$5.93K 0.01%
147
-226
806
$5.93K 0.01%
190
807
$5.92K 0.01%
241
808
$5.81K 0.01%
149
809
$5.78K 0.01%
146
810
$5.77K 0.01%
219
811
$5.72K 0.01%
613
812
$5.71K 0.01%
133
813
$5.69K 0.01%
81
814
$5.67K 0.01%
210
815
$5.65K 0.01%
124
-110
816
$5.63K 0.01%
79
817
$5.62K 0.01%
128
818
$5.53K ﹤0.01%
150
819
$5.51K ﹤0.01%
336
820
$5.47K ﹤0.01%
419
821
$5.45K ﹤0.01%
356
822
$5.45K ﹤0.01%
244
823
$5.38K ﹤0.01%
73
824
$5.34K ﹤0.01%
573
825
$5.29K ﹤0.01%
288
31 32
33
34 35