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
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$393K
2
+$102K
3
+$102K
4
ACIC icon
American Coastal Insurance
ACIC
+$71.3K
5
CTVA icon
Corteva
CTVA
+$62.1K

Top Sells

1
+$113K
2
+$112K
3
+$89.6K
4
DD icon
DuPont de Nemours
DD
+$75.4K
5
CL icon
Colgate-Palmolive
CL
+$75K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85.6K 0.05%
1,040
227
$85K 0.05%
2,187
228
$84.1K 0.05%
371
229
$83.1K 0.05%
1,102
230
$82.7K 0.05%
898
231
$77.4K 0.04%
837
232
$77.1K 0.04%
277
233
$76.7K 0.04%
1,524
234
$75.5K 0.04%
862
-5
235
$72.4K 0.04%
1,194
236
$72.3K 0.04%
653
237
$71.5K 0.04%
962
238
$70.7K 0.04%
1,221
239
$70.1K 0.04%
2,690
-76
240
$69.4K 0.04%
3,051
-96
241
$69.1K 0.04%
899
242
$69.1K 0.04%
699
243
$68.2K 0.04%
1,036
244
$67.4K 0.04%
20
245
$66.7K 0.04%
1,039
246
$66.7K 0.04%
3,002
-10
247
$66.5K 0.04%
4,235
248
$66.5K 0.04%
4,809
249
$66.4K 0.04%
353
250
$66.2K 0.04%
801
8 9
10
11 12