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
101
$196K 0.18%
1,670
102
$193K 0.17%
3,878
103
$193K 0.17%
3,351
104
$192K 0.17%
4,976
105
$188K 0.17%
3,666
-484
106
$188K 0.17%
4,900
107
$188K 0.17%
3,906
+95
108
$187K 0.17%
1,203
-30
109
$187K 0.17%
837
110
$179K 0.16%
2,072
111
$176K 0.16%
2,598
112
$173K 0.15%
1,158
113
$172K 0.15%
1,859
114
$172K 0.15%
2,968
115
$167K 0.15%
3,090
116
$167K 0.15%
2,839
117
$166K 0.15%
1,612
118
$166K 0.15%
1,979
119
$165K 0.15%
2,091
-85
120
$164K 0.15%
1,400
121
$163K 0.15%
5,653
122
$162K 0.15%
2,252
123
$161K 0.14%
6,999
-102
124
$159K 0.14%
872
+10
125
$158K 0.14%
3,215
3 4
5
6 7