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
1001
$520 ﹤0.01%
16
1002
$517 ﹤0.01%
6
1003
$513 ﹤0.01%
21
1004
$513 ﹤0.01%
9
1005
$512 ﹤0.01%
8
1006
$497 ﹤0.01%
9
1007
$493 ﹤0.01%
22
1008
$458 ﹤0.01%
6
1009
$452 ﹤0.01%
9
1010
$434 ﹤0.01%
14
1011
$425 ﹤0.01%
7
1012
$409 ﹤0.01%
+13
1013
$406 ﹤0.01%
30
1014
$405 ﹤0.01%
7
1015
$399 ﹤0.01%
14
1016
$397 ﹤0.01%
11
1017
$392 ﹤0.01%
11
1018
$391 ﹤0.01%
67
1019
$385 ﹤0.01%
3
1020
$379 ﹤0.01%
60
1021
$378 ﹤0.01%
16
1022
$374 ﹤0.01%
7
1023
– –
0
1024
$361 ﹤0.01%
19
1025
$346 ﹤0.01%
4
39 40
41
42 43