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
951
$1.48K ﹤0.01%
22
952
$1.46K ﹤0.01%
19
953
$1.45K ﹤0.01%
20
954
$1.43K ﹤0.01%
61
955
$1.41K ﹤0.01%
128
956
$1.32K ﹤0.01%
24
-180
957
$1.31K ﹤0.01%
20
958
$1.29K ﹤0.01%
12
959
$1.29K ﹤0.01%
26
960
$1.27K ﹤0.01%
26
961
$1.2K ﹤0.01%
64
+1
962
$1.17K ﹤0.01%
43
963
$1.16K ﹤0.01%
36
964
$1.11K ﹤0.01%
15
965
$1.09K ﹤0.01%
47
966
$1.09K ﹤0.01%
24
967
$1.05K ﹤0.01%
18
968
$1.03K ﹤0.01%
34
969
$1.01K ﹤0.01%
11
970
$984 ﹤0.01%
+12
971
$980 ﹤0.01%
11
972
$948 ﹤0.01%
10
973
$863 ﹤0.01%
21
974
$853 ﹤0.01%
20
975
$842 ﹤0.01%
25
37 38
39
40 41