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
376
$37.9K 0.02%
712
377
$37.8K 0.02%
1,100
378
$37.6K 0.02%
+412
379
$37.4K 0.02%
384
-323
380
$37K 0.02%
2,013
381
$36.8K 0.02%
720
382
$36.7K 0.02%
1,871
383
$36.6K 0.02%
1,426
384
$36.5K 0.02%
307
+86
385
$36.5K 0.02%
1,294
386
$36.4K 0.02%
305
387
$36.4K 0.02%
929
388
$36.4K 0.02%
26
+11
389
$36.4K 0.02%
967
390
$36.4K 0.02%
590
391
$36.3K 0.02%
489
392
$36.3K 0.02%
992
+265
393
$36.2K 0.02%
704
394
$36.2K 0.02%
1,502
395
$36.1K 0.02%
914
+11
396
$36.1K 0.02%
401
+147
397
$36K 0.02%
1,160
398
$36K 0.02%
557
399
$35.9K 0.02%
927
400
$35.6K 0.02%
19
14 15
16
17 18