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
251
$64.4K 0.04%
163
+10
252
$64.2K 0.04%
737
253
$64.1K 0.04%
731
254
$63.7K 0.04%
1,160
+15
255
$62.8K 0.04%
177
256
$62.7K 0.04%
1,272
257
$62.2K 0.04%
1,309
258
$62.1K 0.04%
1,446
+10
259
$62.1K 0.04%
2,409
+150
260
$62.1K 0.04%
+2,099
261
$62K 0.04%
881
262
$61.4K 0.04%
3,102
263
$60.5K 0.03%
1,616
+20
264
$60.4K 0.03%
806
265
$59.3K 0.03%
1,324
266
$59.1K 0.03%
1,765
267
$59K 0.03%
510
268
$58.9K 0.03%
1,000
269
$58.8K 0.03%
1,056
270
$58.2K 0.03%
635
271
$58K 0.03%
353
-7
272
$57.6K 0.03%
670
273
$57.6K 0.03%
603
274
$57.2K 0.03%
3,324
275
$56.9K 0.03%
4,284
9 10
11
12 13