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
851
$4.85K ﹤0.01%
243
852
$4.75K ﹤0.01%
229
853
$4.73K ﹤0.01%
82
854
$4.7K ﹤0.01%
303
855
$4.68K ﹤0.01%
49
856
$4.57K ﹤0.01%
94
857
$4.56K ﹤0.01%
87
858
$4.56K ﹤0.01%
183
859
$4.55K ﹤0.01%
44
860
$4.5K ﹤0.01%
223
861
$4.5K ﹤0.01%
347
862
$4.44K ﹤0.01%
238
863
$4.39K ﹤0.01%
102
864
$4.29K ﹤0.01%
57
-9
865
$4.26K ﹤0.01%
+296
866
$4.25K ﹤0.01%
80
867
$4.18K ﹤0.01%
600
868
$4.16K ﹤0.01%
49
869
$4.16K ﹤0.01%
174
870
$4.03K ﹤0.01%
352
871
$4.03K ﹤0.01%
45
-15
872
$3.88K ﹤0.01%
35
873
$3.86K ﹤0.01%
62
874
$3.86K ﹤0.01%
59
875
$3.74K ﹤0.01%
87
33 34
35
36 37