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
351
$41.1K 0.02%
702
352
$41K 0.02%
1,689
353
$40.8K 0.02%
1,992
354
$40.4K 0.02%
426
355
$40.3K 0.02%
1,118
-207
356
$40.2K 0.02%
1,408
357
$40.1K 0.02%
+372
358
$40.1K 0.02%
642
359
$40K 0.02%
997
360
$39.8K 0.02%
488
361
$39.7K 0.02%
836
362
$39.3K 0.02%
1,277
363
$39.2K 0.02%
899
364
$39.1K 0.02%
181
365
$39.1K 0.02%
548
366
$39K 0.02%
611
367
$38.9K 0.02%
1,434
368
$38.8K 0.02%
3,460
369
$38.7K 0.02%
1,033
370
$38.1K 0.02%
855
371
$38.1K 0.02%
528
+92
372
$38.1K 0.02%
877
373
$38K 0.02%
1,646
374
$37.9K 0.02%
713
375
$37.9K 0.02%
405
13 14
15
16 17