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
976
$731 ﹤0.01%
9
977
$721 ﹤0.01%
15
978
$711 ﹤0.01%
27
979
$687 ﹤0.01%
+18
980
$681 ﹤0.01%
+18
981
$671 ﹤0.01%
30
982
$670 ﹤0.01%
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983
$659 ﹤0.01%
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984
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26
+14
985
$629 ﹤0.01%
41
986
$622 ﹤0.01%
+22
987
$617 ﹤0.01%
8
-7
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$617 ﹤0.01%
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$613 ﹤0.01%
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$607 ﹤0.01%
10
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$603 ﹤0.01%
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992
$593 ﹤0.01%
+8
993
$586 ﹤0.01%
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$585 ﹤0.01%
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$574 ﹤0.01%
10
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$566 ﹤0.01%
4
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998
$545 ﹤0.01%
37
999
$535 ﹤0.01%
26
1000
$525 ﹤0.01%
17
38 39
40
41 42