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
901
$2.59K ﹤0.01%
64
902
$2.56K ﹤0.01%
93
903
$2.46K ﹤0.01%
50
904
$2.46K ﹤0.01%
81
905
$2.43K ﹤0.01%
116
906
$2.4K ﹤0.01%
101
-9
907
$2.39K ﹤0.01%
33
908
$2.36K ﹤0.01%
28
909
$2.28K ﹤0.01%
31
-294
910
$2.26K ﹤0.01%
126
911
$2.26K ﹤0.01%
40
912
$2.26K ﹤0.01%
65
913
$2.25K ﹤0.01%
57
-16
914
$2.23K ﹤0.01%
88
915
$2.17K ﹤0.01%
270
916
$2.17K ﹤0.01%
23
917
$2.14K ﹤0.01%
47
918
$2.11K ﹤0.01%
97
919
$2.07K ﹤0.01%
68
920
$2.01K ﹤0.01%
71
921
$1.93K ﹤0.01%
26
-50
922
$1.86K ﹤0.01%
52
923
$1.85K ﹤0.01%
140
924
$1.85K ﹤0.01%
32
925
$1.82K ﹤0.01%
55
35 36
37
38 39