SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 5.85%
5 Consumer Staples 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 9.54%
704,552
+2,000
2
$8.69M 7.78%
979,506
+33,594
3
$3.55M 3.18%
164,805
+394
4
$3.33M 2.98%
641,515
+18,010
5
$3.28M 2.93%
65,826
+500
6
$2.8M 2.51%
22,519
+950
7
$2.58M 2.31%
167,944
+2,472
8
$2.02M 1.81%
17,175
-841
9
$1.93M 1.73%
16,472
+7
10
$1.92M 1.72%
43,016
-308
11
$1.62M 1.45%
30,842
-482
12
$1.55M 1.39%
53,588
-1,480
13
$1.32M 1.18%
19,216
14
$1.32M 1.18%
14,612
-187
15
$1.23M 1.1%
19,781
16
$1.2M 1.07%
10,410
17
$995K 0.89%
11,237
18
$882K 0.79%
5,824
19
$824K 0.74%
12,182
20
$803K 0.72%
19,356
+55
21
$796K 0.71%
9,228
22
$712K 0.64%
5,312
23
$698K 0.62%
31,562
+34
24
$650K 0.58%
7,511
-60
25
$650K 0.58%
21,087
+123
1
2 3 4 5