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
201
$76.3K 0.07%
1,056
202
$76.2K 0.07%
10,920
+2,160
203
$76.2K 0.07%
1,464
204
$75.6K 0.07%
960
205
$75.1K 0.07%
1,523
206
$75K 0.07%
1,033
207
$74.5K 0.07%
1,888
+929
208
$73.9K 0.07%
1,646
209
$73.8K 0.07%
1,318
-12
210
$73.4K 0.07%
2,169
211
$72.4K 0.06%
3,416
212
$71.7K 0.06%
3,324
213
$71.6K 0.06%
26,840
+18,200
214
$71.5K 0.06%
707
215
$70.8K 0.06%
824
-29
216
$68.7K 0.06%
997
-169
217
$68K 0.06%
1,250
+1,040
218
$68K 0.06%
1,199
219
$66.5K 0.06%
500
-65
220
$65.7K 0.06%
478
221
$65.6K 0.06%
1,207
222
$65.4K 0.06%
1,400
+802
223
$65.3K 0.06%
699
224
$64.1K 0.06%
1,299
225
$64K 0.06%
1,036
7 8
9
10 11