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
876
$3.71K ﹤0.01%
74
877
$3.64K ﹤0.01%
63
878
$3.63K ﹤0.01%
216
879
$3.56K ﹤0.01%
240
880
$3.52K ﹤0.01%
58
881
$3.52K ﹤0.01%
46
882
$3.49K ﹤0.01%
67
883
$3.48K ﹤0.01%
100
884
$3.48K ﹤0.01%
54
885
$3.46K ﹤0.01%
58
886
$3.43K ﹤0.01%
29
887
$3.33K ﹤0.01%
112
-1,674
888
$3.26K ﹤0.01%
54
889
$3.25K ﹤0.01%
+90
890
$3.24K ﹤0.01%
45
-5
891
$3.23K ﹤0.01%
21
892
$3.21K ﹤0.01%
27
893
$3.17K ﹤0.01%
68
894
$3.12K ﹤0.01%
41
895
$3.09K ﹤0.01%
23
896
$3.07K ﹤0.01%
83
897
$3.05K ﹤0.01%
146
898
$3.03K ﹤0.01%
47
+26
899
$3.02K ﹤0.01%
51
900
$2.99K ﹤0.01%
46
34 35
36
37 38