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
76
$249K 0.22%
4,266
-47
77
$249K 0.22%
877
+3
78
$243K 0.22%
2,337
79
$240K 0.22%
5,075
80
$236K 0.21%
5,326
+112
81
$235K 0.21%
1,922
82
$231K 0.21%
2,014
83
$227K 0.2%
3,656
84
$226K 0.2%
1,974
85
$222K 0.2%
4,712
86
$220K 0.2%
20,850
-450
87
$219K 0.2%
2,034
88
$217K 0.19%
3,175
89
$217K 0.19%
3,315
90
$216K 0.19%
3,131
+45
91
$215K 0.19%
2,836
92
$209K 0.19%
2,407
93
$208K 0.19%
14,182
94
$206K 0.18%
1,754
-139
95
$204K 0.18%
6,836
-228
96
$202K 0.18%
6,260
-216
97
$199K 0.18%
1,456
+14
98
$199K 0.18%
3,343
+534
99
$198K 0.18%
1,224
100
$198K 0.18%
13,599
+93
2 3
4
5 6