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
151
$131K 0.12%
4,339
152
$131K 0.12%
1,067
+11
153
$130K 0.12%
3,047
154
$129K 0.12%
2,338
-13
155
$128K 0.12%
6,262
+2,008
156
$128K 0.11%
1,139
157
$127K 0.11%
1,858
+33
158
$127K 0.11%
2,660
159
$125K 0.11%
1,765
-7
160
$125K 0.11%
1,743
+149
161
$123K 0.11%
1,046
+6
162
$123K 0.11%
3,903
163
$121K 0.11%
1,052
164
$120K 0.11%
1,164
-69
165
$120K 0.11%
3,024
166
$119K 0.11%
2,083
+10
167
$119K 0.11%
4,446
168
$119K 0.11%
4,894
169
$117K 0.1%
1,059
170
$116K 0.1%
2,279
171
$115K 0.1%
302
-56
172
$113K 0.1%
808
+6
173
$111K 0.1%
1,341
-9
174
$111K 0.1%
445
175
$111K 0.1%
1,445
5 6
7
8 9