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
976
$841 ﹤0.01%
23
977
$840 ﹤0.01%
6
978
$835 ﹤0.01%
45
979
$834 ﹤0.01%
21
980
$806 ﹤0.01%
6
981
$770 ﹤0.01%
+12
982
$768 ﹤0.01%
9
983
$763 ﹤0.01%
9
984
$760 ﹤0.01%
62
-58
985
$739 ﹤0.01%
7
986
$732 ﹤0.01%
35
987
$731 ﹤0.01%
9
988
$721 ﹤0.01%
15
989
$711 ﹤0.01%
27
990
$687 ﹤0.01%
+18
991
$681 ﹤0.01%
+18
992
$671 ﹤0.01%
30
993
$670 ﹤0.01%
19
994
$659 ﹤0.01%
9
995
$642 ﹤0.01%
26
+14
996
$629 ﹤0.01%
41
997
$622 ﹤0.01%
+22
998
$617 ﹤0.01%
8
-7
999
$617 ﹤0.01%
16
1000
$613 ﹤0.01%
14
38 39
40
41 42