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
851
$4.5K ﹤0.01%
347
852
$4.44K ﹤0.01%
238
853
$4.39K ﹤0.01%
102
854
$4.29K ﹤0.01%
57
-9
855
$4.26K ﹤0.01%
+296
856
$4.25K ﹤0.01%
80
857
$4.18K ﹤0.01%
600
858
$4.16K ﹤0.01%
49
859
$4.16K ﹤0.01%
174
860
$4.03K ﹤0.01%
352
861
$4.03K ﹤0.01%
45
-15
862
$3.88K ﹤0.01%
35
863
$3.86K ﹤0.01%
62
864
$3.86K ﹤0.01%
59
865
$3.74K ﹤0.01%
87
866
$3.71K ﹤0.01%
74
867
$3.64K ﹤0.01%
63
868
$3.63K ﹤0.01%
216
869
$3.56K ﹤0.01%
240
870
$3.52K ﹤0.01%
58
871
$3.52K ﹤0.01%
46
872
$3.49K ﹤0.01%
67
873
$3.48K ﹤0.01%
100
874
$3.48K ﹤0.01%
54
875
$3.46K ﹤0.01%
58
33 34
35
36 37