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
1026
$399 ﹤0.01%
14
1027
$397 ﹤0.01%
11
1028
$392 ﹤0.01%
11
1029
$391 ﹤0.01%
67
1030
$385 ﹤0.01%
3
1031
$379 ﹤0.01%
60
1032
$378 ﹤0.01%
16
1033
$374 ﹤0.01%
7
1034
– –
0
1035
$361 ﹤0.01%
19
1036
$346 ﹤0.01%
4
1037
$343 ﹤0.01%
13
1038
$343 ﹤0.01%
+25
1039
$324 ﹤0.01%
+33
1040
$320 ﹤0.01%
11
1041
$310 ﹤0.01%
3
1042
$309 ﹤0.01%
8
1043
$303 ﹤0.01%
12
1044
$301 ﹤0.01%
18
1045
$301 ﹤0.01%
20
1046
$278 ﹤0.01%
5
1047
$266 ﹤0.01%
13
1048
$262 ﹤0.01%
+5
1049
$262 ﹤0.01%
+4
1050
$168 ﹤0.01%
1
40 41
42
43 44