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
276
$56.2K 0.03%
644
277
$56.2K 0.03%
470
278
$55.8K 0.03%
280
+7
279
$55.2K 0.03%
552
280
$55.1K 0.03%
2,182
281
$55K 0.03%
1,189
282
$55K 0.03%
1,772
+114
283
$54.8K 0.03%
669
284
$54.3K 0.03%
3,273
285
$54K 0.03%
1,419
286
$52.8K 0.03%
791
-25
287
$52.6K 0.03%
955
288
$52.3K 0.03%
1,322
289
$52K 0.03%
831
290
$52K 0.03%
292
+107
291
$51.9K 0.03%
461
292
$51.8K 0.03%
1,346
+26
293
$51.4K 0.03%
613
294
$51K 0.03%
3,408
295
$50.9K 0.03%
280
296
$50.7K 0.03%
582
297
$50.6K 0.03%
1,247
298
$50.3K 0.03%
757
299
$50.3K 0.03%
894
300
$50.2K 0.03%
368
+3
10 11
12
13 14