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
176
$106K 0.09%
72
177
$104K 0.09%
2,988
178
$103K 0.09%
1,447
179
$101K 0.09%
633
180
$99.7K 0.09%
5,640
+30
181
$99.6K 0.09%
1,328
182
$98.1K 0.09%
1,418
183
$95.7K 0.09%
3,473
184
$94.2K 0.08%
3,236
+250
185
$93.9K 0.08%
1,302
186
$93.1K 0.08%
3,679
187
$91.6K 0.08%
1,180
-533
188
$91.4K 0.08%
801
-140
189
$91.2K 0.08%
1,286
190
$89.5K 0.08%
6,285
+6,180
191
$89.4K 0.08%
805
-5
192
$87.3K 0.08%
1,397
193
$84.9K 0.08%
1,338
194
$80K 0.07%
1,949
195
$79.3K 0.07%
1,102
196
$78.8K 0.07%
2,106
+22
197
$77.4K 0.07%
580
-6
198
$76.3K 0.07%
1,056
199
$76.2K 0.07%
10,920
+2,160
200
$76.2K 0.07%
1,464
6 7
8
9 10