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
201
$75.6K 0.07%
960
202
$75.1K 0.07%
1,523
203
$75K 0.07%
1,033
204
$74.5K 0.07%
1,888
+929
205
$73.9K 0.07%
1,646
206
$73.8K 0.07%
1,318
-12
207
$73.4K 0.07%
2,169
208
$72.4K 0.06%
3,416
209
$71.7K 0.06%
3,324
210
$71.6K 0.06%
26,840
+18,200
211
$71.5K 0.06%
707
212
$70.8K 0.06%
824
-29
213
$68.7K 0.06%
997
-169
214
$68K 0.06%
1,250
+1,040
215
$68K 0.06%
1,199
216
$66.5K 0.06%
500
-65
217
$65.7K 0.06%
478
218
$65.4K 0.06%
1,400
+802
219
$65.3K 0.06%
699
220
$64.1K 0.06%
1,299
221
$64K 0.06%
1,036
222
$63.6K 0.06%
2,880
223
$63K 0.06%
1,826
+1,722
224
$62.9K 0.06%
506
225
$62.8K 0.06%
862
7 8
9
10 11