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
326
$45.3K 0.03%
760
327
$44.8K 0.03%
755
328
$44.6K 0.03%
1,877
329
$44.6K 0.03%
405
330
$44.3K 0.03%
454
331
$43.8K 0.03%
274
-4
332
$43.7K 0.03%
377
333
$43.6K 0.03%
681
334
$43.4K 0.02%
300
335
$43.4K 0.02%
509
336
$43.2K 0.02%
502
337
$42.9K 0.02%
164
+5
338
$42.9K 0.02%
+1,617
339
$42.8K 0.02%
696
340
$42.8K 0.02%
1,768
341
$42.7K 0.02%
123
+3
342
$42.5K 0.02%
446
343
$42.3K 0.02%
517
344
$42.3K 0.02%
634
345
$41.6K 0.02%
1,234
346
$41.5K 0.02%
258
347
$41.5K 0.02%
492
348
$41.4K 0.02%
906
349
$41.3K 0.02%
1,832
350
$41.3K 0.02%
2,234
12 13
14
15 16