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
926
$1.76K ﹤0.01%
122
927
$1.75K ﹤0.01%
+14
928
$1.71K ﹤0.01%
22
929
$1.66K ﹤0.01%
34
930
$1.6K ﹤0.01%
33
931
$1.6K ﹤0.01%
106
932
$1.59K ﹤0.01%
9
933
$1.59K ﹤0.01%
24
934
$1.58K ﹤0.01%
30
-8
935
$1.58K ﹤0.01%
17
936
$1.56K ﹤0.01%
13
937
$1.55K ﹤0.01%
44
938
$1.53K ﹤0.01%
24
939
$1.5K ﹤0.01%
+19
940
$1.48K ﹤0.01%
22
941
$1.46K ﹤0.01%
19
942
$1.45K ﹤0.01%
20
943
$1.43K ﹤0.01%
61
944
$1.41K ﹤0.01%
128
945
$1.32K ﹤0.01%
24
-180
946
$1.31K ﹤0.01%
20
947
$1.29K ﹤0.01%
12
948
$1.29K ﹤0.01%
26
949
$1.27K ﹤0.01%
26
950
$1.2K ﹤0.01%
64
+1
36 37
38
39 40