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
126
$158K 0.14%
10,030
127
$157K 0.14%
2,353
128
$156K 0.14%
2,107
129
$155K 0.14%
6,396
-2
130
$155K 0.14%
8,477
131
$155K 0.14%
3,919
132
$154K 0.14%
10,755
133
$154K 0.14%
1,964
+4
134
$152K 0.14%
1,058
+3
135
$151K 0.14%
1,826
136
$148K 0.13%
4,173
137
$148K 0.13%
5,340
138
$146K 0.13%
1,979
139
$145K 0.13%
2,182
140
$144K 0.13%
4,699
+27
141
$142K 0.13%
1,111
142
$141K 0.13%
2,188
143
$137K 0.12%
591
-9
144
$137K 0.12%
3,625
145
$136K 0.12%
2,140
146
$135K 0.12%
602
147
$135K 0.12%
1,085
-16
148
$132K 0.12%
3,201
+106
149
$131K 0.12%
902
150
$131K 0.12%
1,809
+5
4 5
6
7 8