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
151
$130K 0.12%
3,047
152
$129K 0.12%
2,338
-13
153
$128K 0.12%
6,262
+2,008
154
$128K 0.11%
1,139
155
$127K 0.11%
1,858
+33
156
$127K 0.11%
2,660
157
$125K 0.11%
1,765
-7
158
$125K 0.11%
1,743
+149
159
$123K 0.11%
1,046
+6
160
$123K 0.11%
3,903
161
$121K 0.11%
1,052
162
$120K 0.11%
1,164
-69
163
$120K 0.11%
3,024
164
$119K 0.11%
4,446
165
$119K 0.11%
4,894
166
$117K 0.1%
1,059
167
$116K 0.1%
2,279
168
$115K 0.1%
302
-56
169
$113K 0.1%
808
+6
170
$111K 0.1%
1,341
-9
171
$111K 0.1%
445
172
$111K 0.1%
1,445
173
$108K 0.1%
1,470
174
$108K 0.1%
1,047
175
$107K 0.1%
8,670
+1,540
5 6
7
8 9