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
1001
$607 ﹤0.01%
10
1002
$603 ﹤0.01%
7
1003
$593 ﹤0.01%
+8
1004
$586 ﹤0.01%
8
1005
$585 ﹤0.01%
16
1006
$579 ﹤0.01%
11
1007
$574 ﹤0.01%
10
-19
1008
$566 ﹤0.01%
4
-68
1009
$545 ﹤0.01%
37
1010
$535 ﹤0.01%
26
1011
$525 ﹤0.01%
17
1012
$520 ﹤0.01%
16
1013
$517 ﹤0.01%
6
1014
$513 ﹤0.01%
21
1015
$513 ﹤0.01%
9
1016
$512 ﹤0.01%
8
1017
$497 ﹤0.01%
9
1018
$493 ﹤0.01%
22
1019
$458 ﹤0.01%
6
1020
$452 ﹤0.01%
9
1021
$434 ﹤0.01%
14
1022
$425 ﹤0.01%
7
1023
$409 ﹤0.01%
+13
1024
$406 ﹤0.01%
30
1025
$405 ﹤0.01%
7
39 40
41
42 43