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
1051
$131 ﹤0.01%
8
-1
1052
$128 ﹤0.01%
336
1053
$69 ﹤0.01%
+3
1054
$56 ﹤0.01%
6
1055
$15 ﹤0.01%
2
1056
$5 ﹤0.01%
1
-892
1057
– –
-6
1058
– –
-8
1059
– –
-235
1060
– –
-1,478
1061
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-112
1062
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-398
1063
– –
-459
1064
– –
-414
1065
– –
-1,644
1066
– –
-816
1067
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-78
1068
– –
-652
1069
– –
-11
1070
– –
-150
1071
– –
-312
1072
– –
-120
1073
– –
-522
1074
– –
-380
1075
– –
-145
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