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
901
$2.99K ﹤0.01%
112
902
$2.95K ﹤0.01%
63
903
$2.94K ﹤0.01%
126
-288
904
$2.9K ﹤0.01%
80
905
$2.84K ﹤0.01%
120
906
$2.82K ﹤0.01%
29
907
$2.82K ﹤0.01%
18
908
$2.73K ﹤0.01%
88
+32
909
$2.71K ﹤0.01%
36
910
$2.68K ﹤0.01%
75
911
$2.64K ﹤0.01%
90
912
$2.59K ﹤0.01%
64
913
$2.56K ﹤0.01%
93
914
$2.46K ﹤0.01%
50
915
$2.46K ﹤0.01%
81
916
$2.43K ﹤0.01%
116
917
$2.4K ﹤0.01%
101
-9
918
$2.39K ﹤0.01%
33
919
$2.36K ﹤0.01%
28
920
$2.28K ﹤0.01%
31
-294
921
$2.26K ﹤0.01%
126
922
$2.26K ﹤0.01%
40
923
$2.26K ﹤0.01%
65
924
$2.25K ﹤0.01%
57
-16
925
$2.23K ﹤0.01%
88
35 36
37
38 39