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
801
$6.37K 0.01%
51
802
$6.29K 0.01%
93
803
$6.27K 0.01%
247
804
$6.24K 0.01%
440
805
$6.23K 0.01%
142
806
$6.2K 0.01%
394
807
$6.19K 0.01%
112
808
$6.13K 0.01%
58
809
$6.13K 0.01%
212
+40
810
$6.11K 0.01%
148
811
$6.07K 0.01%
108
812
$5.99K 0.01%
261
813
$5.97K 0.01%
86
814
$5.94K 0.01%
917
815
$5.93K 0.01%
147
-226
816
$5.93K 0.01%
190
817
$5.92K 0.01%
241
818
$5.81K 0.01%
149
819
$5.78K 0.01%
146
820
$5.77K 0.01%
219
821
$5.72K 0.01%
613
822
$5.71K 0.01%
133
823
$5.69K 0.01%
81
824
$5.67K 0.01%
210
825
$5.65K 0.01%
124
-110
31 32
33
34 35