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
351
$41.2K 0.02%
203
352
$41.1K 0.02%
702
353
$41K 0.02%
1,689
354
$40.8K 0.02%
1,992
355
$40.4K 0.02%
426
356
$40.3K 0.02%
1,118
-207
357
$40.2K 0.02%
1,408
358
$40.1K 0.02%
+372
359
$40.1K 0.02%
642
360
$40K 0.02%
997
361
$39.8K 0.02%
488
362
$39.7K 0.02%
836
363
$39.3K 0.02%
1,277
364
$39.2K 0.02%
899
365
$39.1K 0.02%
181
366
$39.1K 0.02%
548
367
$39K 0.02%
611
368
$38.9K 0.02%
1,434
369
$38.8K 0.02%
3,460
370
$38.7K 0.02%
1,033
371
$38.1K 0.02%
855
372
$38.1K 0.02%
528
+92
373
$38.1K 0.02%
877
374
$38K 0.02%
1,646
375
$37.9K 0.02%
713
13 14
15
16 17