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
926
$2.17K ﹤0.01%
270
927
$2.17K ﹤0.01%
23
928
$2.14K ﹤0.01%
47
929
$2.11K ﹤0.01%
97
930
$2.07K ﹤0.01%
68
931
$2.01K ﹤0.01%
71
932
$1.93K ﹤0.01%
26
-50
933
$1.86K ﹤0.01%
52
934
$1.85K ﹤0.01%
140
935
$1.85K ﹤0.01%
32
936
$1.82K ﹤0.01%
55
937
$1.76K ﹤0.01%
122
938
$1.75K ﹤0.01%
+14
939
$1.71K ﹤0.01%
22
940
$1.66K ﹤0.01%
34
941
$1.6K ﹤0.01%
33
942
$1.6K ﹤0.01%
106
943
$1.59K ﹤0.01%
9
944
$1.59K ﹤0.01%
24
945
$1.58K ﹤0.01%
30
-8
946
$1.58K ﹤0.01%
17
947
$1.56K ﹤0.01%
13
948
$1.55K ﹤0.01%
44
949
$1.53K ﹤0.01%
24
950
$1.5K ﹤0.01%
+19
36 37
38
39 40