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
1026
$343 ﹤0.01%
13
1027
$324 ﹤0.01%
+33
1028
$320 ﹤0.01%
11
1029
$310 ﹤0.01%
3
1030
$309 ﹤0.01%
8
1031
$303 ﹤0.01%
12
1032
$301 ﹤0.01%
18
1033
$301 ﹤0.01%
20
1034
$278 ﹤0.01%
5
1035
$266 ﹤0.01%
13
1036
$262 ﹤0.01%
+5
1037
$262 ﹤0.01%
+4
1038
$168 ﹤0.01%
1
1039
$131 ﹤0.01%
8
-1
1040
$128 ﹤0.01%
336
1041
$69 ﹤0.01%
+3
1042
$56 ﹤0.01%
6
1043
$15 ﹤0.01%
2
1044
$5 ﹤0.01%
1
-892
1045
– –
-414
1046
– –
-42
1047
– –
-393
1048
– –
-317
1049
– –
-201
1050
– –
-6
40 41
42
43 44