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
951
$1.17K ﹤0.01%
43
952
$1.16K ﹤0.01%
36
953
$1.11K ﹤0.01%
15
954
$1.09K ﹤0.01%
71
955
$1.09K ﹤0.01%
24
956
$1.05K ﹤0.01%
18
957
$1.03K ﹤0.01%
34
958
$1.01K ﹤0.01%
11
959
$984 ﹤0.01%
+12
960
$980 ﹤0.01%
11
961
$948 ﹤0.01%
10
962
$863 ﹤0.01%
21
963
$853 ﹤0.01%
20
964
$842 ﹤0.01%
25
965
$841 ﹤0.01%
23
966
$840 ﹤0.01%
6
967
$835 ﹤0.01%
45
968
$834 ﹤0.01%
21
969
$806 ﹤0.01%
6
970
$770 ﹤0.01%
+12
971
$768 ﹤0.01%
9
972
$763 ﹤0.01%
9
973
$760 ﹤0.01%
62
-58
974
$739 ﹤0.01%
7
975
$732 ﹤0.01%
35
37 38
39
40 41