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
826
$5.63K 0.01%
79
827
$5.62K 0.01%
128
828
$5.53K ﹤0.01%
150
829
$5.51K ﹤0.01%
336
830
$5.47K ﹤0.01%
419
831
$5.45K ﹤0.01%
356
832
$5.45K ﹤0.01%
244
833
$5.38K ﹤0.01%
73
834
$5.34K ﹤0.01%
573
835
$5.29K ﹤0.01%
288
836
$5.23K ﹤0.01%
72
837
$5.21K ﹤0.01%
120
838
$5.21K ﹤0.01%
17
839
$5.19K ﹤0.01%
93
840
$5.19K ﹤0.01%
143
841
$5.18K ﹤0.01%
108
842
$5.17K ﹤0.01%
50
-67
843
$5.16K ﹤0.01%
124
844
$5.15K ﹤0.01%
90
-393
845
$5.11K ﹤0.01%
48
846
$5.03K ﹤0.01%
214
-1,104
847
$4.96K ﹤0.01%
132
848
$4.92K ﹤0.01%
344
849
$4.91K ﹤0.01%
299
850
$4.89K ﹤0.01%
66
32 33
34
35 36