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
+$385K
2
+$109K
3
+$101K
4
ACIC icon
American Coastal Insurance
ACIC
+$74.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$57K

Top Sells

1
+$112K
2
+$110K
3
+$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

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
$85K 0.05%
2,187
227
$84.1K 0.05%
371
228
$83.1K 0.05%
1,102
229
$82.7K 0.05%
898
230
$77.4K 0.04%
837
231
$77.1K 0.04%
277
232
$76.7K 0.04%
1,524
233
$75.5K 0.04%
862
-5
234
$72.4K 0.04%
1,194
235
$72.3K 0.04%
653
236
$71.5K 0.04%
962
237
$70.7K 0.04%
1,221
238
$70.1K 0.04%
2,690
-76
239
$69.4K 0.04%
3,051
-96
240
$69.1K 0.04%
899
241
$69.1K 0.04%
699
242
$68.2K 0.04%
1,036
243
$67.4K 0.04%
20
244
$66.7K 0.04%
1,039
245
$66.7K 0.04%
3,002
-10
246
$66.5K 0.04%
4,235
247
$66.5K 0.04%
4,809
248
$66.4K 0.04%
353
249
$66.2K 0.04%
801
250
$65.7K 0.04%
3,335
8 9
10
11 12