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
176
$108K 0.1%
1,470
177
$108K 0.1%
1,047
178
$107K 0.1%
8,670
+1,540
179
$106K 0.09%
72
180
$104K 0.09%
2,988
181
$103K 0.09%
1,447
182
$101K 0.09%
633
183
$99.7K 0.09%
5,640
+30
184
$99.6K 0.09%
1,328
185
$98.1K 0.09%
1,418
186
$95.7K 0.09%
3,473
187
$94.2K 0.08%
3,236
+250
188
$93.9K 0.08%
1,302
189
$93.1K 0.08%
3,679
190
$91.6K 0.08%
1,180
-533
191
$91.4K 0.08%
801
-140
192
$91.2K 0.08%
1,286
193
$89.5K 0.08%
6,285
+6,180
194
$89.4K 0.08%
805
-5
195
$87.3K 0.08%
1,397
196
$84.9K 0.08%
1,338
197
$80K 0.07%
1,949
198
$79.3K 0.07%
1,102
199
$78.8K 0.07%
2,106
+22
200
$77.4K 0.07%
580
-6
6 7
8
9 10