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
126
$157K 0.14%
2,353
127
$156K 0.14%
2,107
128
$155K 0.14%
6,396
-2
129
$155K 0.14%
8,477
130
$155K 0.14%
3,919
131
$154K 0.14%
10,755
132
$154K 0.14%
1,964
+4
133
$152K 0.14%
1,058
+3
134
$151K 0.14%
1,826
135
$148K 0.13%
4,173
136
$148K 0.13%
5,340
137
$146K 0.13%
1,979
138
$145K 0.13%
2,182
139
$144K 0.13%
4,699
+27
140
$142K 0.13%
1,111
141
$141K 0.13%
2,188
142
$137K 0.12%
591
-9
143
$137K 0.12%
3,625
144
$136K 0.12%
2,140
145
$135K 0.12%
602
146
$135K 0.12%
1,085
-16
147
$131K 0.12%
902
148
$131K 0.12%
1,809
+5
149
$131K 0.12%
4,339
150
$131K 0.12%
1,067
+11
4 5
6
7 8