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
876
$3.43K ﹤0.01%
29
877
$3.33K ﹤0.01%
112
-1,674
878
$3.26K ﹤0.01%
54
879
$3.25K ﹤0.01%
+90
880
$3.24K ﹤0.01%
45
-5
881
$3.23K ﹤0.01%
21
882
$3.21K ﹤0.01%
27
883
$3.17K ﹤0.01%
68
884
$3.12K ﹤0.01%
41
885
$3.09K ﹤0.01%
23
886
$3.07K ﹤0.01%
83
887
$3.05K ﹤0.01%
146
888
$3.03K ﹤0.01%
47
+26
889
$3.02K ﹤0.01%
51
890
$2.99K ﹤0.01%
112
891
$2.95K ﹤0.01%
63
892
$2.94K ﹤0.01%
126
-288
893
$2.9K ﹤0.01%
80
894
$2.84K ﹤0.01%
120
895
$2.82K ﹤0.01%
29
896
$2.82K ﹤0.01%
18
897
$2.73K ﹤0.01%
88
+32
898
$2.71K ﹤0.01%
36
899
$2.68K ﹤0.01%
75
900
$2.64K ﹤0.01%
90
34 35
36
37 38