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
101
$196K 0.18%
1,670
102
$193K 0.17%
3,878
103
$193K 0.17%
3,351
104
$188K 0.17%
3,666
-484
105
$188K 0.17%
4,900
106
$188K 0.17%
3,906
+95
107
$187K 0.17%
1,203
-30
108
$187K 0.17%
837
109
$179K 0.16%
2,072
110
$176K 0.16%
2,598
111
$173K 0.15%
1,158
112
$172K 0.15%
1,859
113
$172K 0.15%
2,968
114
$167K 0.15%
3,090
115
$167K 0.15%
2,839
116
$166K 0.15%
1,612
117
$166K 0.15%
1,979
118
$165K 0.15%
2,091
-85
119
$164K 0.15%
1,400
120
$163K 0.15%
5,653
121
$162K 0.15%
2,252
122
$161K 0.14%
6,999
-102
123
$159K 0.14%
872
+10
124
$158K 0.14%
3,215
125
$158K 0.14%
10,030
3 4
5
6 7