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
826
$5.23K ﹤0.01%
72
827
$5.21K ﹤0.01%
120
828
$5.21K ﹤0.01%
17
829
$5.19K ﹤0.01%
93
830
$5.19K ﹤0.01%
143
831
$5.18K ﹤0.01%
108
832
$5.17K ﹤0.01%
50
-67
833
$5.16K ﹤0.01%
124
834
$5.15K ﹤0.01%
90
-393
835
$5.11K ﹤0.01%
48
836
$5.03K ﹤0.01%
214
-1,104
837
$4.96K ﹤0.01%
132
838
$4.92K ﹤0.01%
344
839
$4.91K ﹤0.01%
299
840
$4.89K ﹤0.01%
66
841
$4.85K ﹤0.01%
243
842
$4.75K ﹤0.01%
229
843
$4.73K ﹤0.01%
82
844
$4.7K ﹤0.01%
303
845
$4.68K ﹤0.01%
49
846
$4.57K ﹤0.01%
94
847
$4.56K ﹤0.01%
87
848
$4.56K ﹤0.01%
183
849
$4.55K ﹤0.01%
44
850
$4.5K ﹤0.01%
223
32 33
34
35 36