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
301
$50.2K 0.03%
368
+3
302
$50K 0.03%
4,529
303
$49.9K 0.03%
1,247
304
$49.7K 0.03%
916
305
$49.6K 0.03%
+1,178
306
$49.6K 0.03%
263
307
$49.5K 0.03%
804
+18
308
$49.5K 0.03%
1,154
309
$49.2K 0.03%
4,345
310
$49.2K 0.03%
966
311
$48.9K 0.03%
1,220
312
$48.7K 0.03%
1,609
313
$48.5K 0.03%
1,470
314
$47.8K 0.03%
1,718
+21
315
$47.7K 0.03%
578
316
$47.7K 0.03%
2,397
317
$47.2K 0.03%
1,390
318
$46.9K 0.03%
272
+74
319
$46.9K 0.03%
996
320
$46.8K 0.03%
468
321
$46.7K 0.03%
2,139
322
$46.4K 0.03%
617
323
$45.8K 0.03%
1,187
-20
324
$45.7K 0.03%
552
325
$45.4K 0.03%
90
11 12
13
14 15