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
426
$32.6K 0.02%
386
427
$32.5K 0.02%
2,148
428
$32.5K 0.02%
656
429
$32.4K 0.02%
815
-113
430
$32.3K 0.02%
340
431
$32.3K 0.02%
161
+11
432
$32.3K 0.02%
465
433
$32K 0.02%
1,760
434
$31.8K 0.02%
1,449
+777
435
$31.6K 0.02%
625
436
$31.6K 0.02%
678
-7
437
$31.5K 0.02%
628
438
$31.5K 0.02%
371
439
$31.4K 0.02%
670
440
$31.4K 0.02%
790
441
$31.2K 0.02%
933
442
$31K 0.02%
948
443
$31K 0.02%
707
444
$31K 0.02%
417
445
$30.9K 0.02%
549
446
$30.9K 0.02%
1,711
447
$30.8K 0.02%
1,326
448
$30.8K 0.02%
+2,234
449
$30.7K 0.02%
582
450
$30.6K 0.02%
328