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
251
$65.7K 0.04%
3,335
252
$64.4K 0.04%
163
+10
253
$64.2K 0.04%
737
254
$64.1K 0.04%
731
255
$63.7K 0.04%
1,160
+15
256
$62.8K 0.04%
177
257
$62.7K 0.04%
1,272
258
$62.2K 0.04%
1,309
259
$62.1K 0.04%
1,446
+10
260
$62.1K 0.04%
2,409
+150
261
$62.1K 0.04%
+2,099
262
$62K 0.04%
881
263
$61.4K 0.04%
3,102
264
$60.5K 0.03%
1,616
+20
265
$60.4K 0.03%
806
266
$59.3K 0.03%
1,324
267
$59.1K 0.03%
1,765
268
$59K 0.03%
510
269
$58.9K 0.03%
1,000
270
$58.8K 0.03%
1,056
271
$58.2K 0.03%
635
272
$58K 0.03%
353
-7
273
$57.6K 0.03%
670
274
$57.6K 0.03%
603
275
$57.2K 0.03%
3,324
9 10
11
12 13