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
276
$56.9K 0.03%
4,284
277
$56.2K 0.03%
644
278
$56.2K 0.03%
470
279
$55.8K 0.03%
280
+7
280
$55.2K 0.03%
552
281
$55.1K 0.03%
2,182
282
$55K 0.03%
1,189
283
$55K 0.03%
1,772
+114
284
$54.8K 0.03%
669
285
$54.3K 0.03%
3,273
286
$54K 0.03%
1,419
287
$52.8K 0.03%
791
-25
288
$52.6K 0.03%
955
289
$52.3K 0.03%
1,322
290
$52K 0.03%
831
291
$52K 0.03%
292
+107
292
$51.9K 0.03%
461
293
$51.8K 0.03%
1,346
+26
294
$51.4K 0.03%
613
295
$51K 0.03%
3,408
296
$50.9K 0.03%
280
297
$50.7K 0.03%
582
298
$50.6K 0.03%
1,247
299
$50.3K 0.03%
757
300
$50.3K 0.03%
894
10 11
12
13 14