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
451
$30.5K 0.02%
280
+30
452
$30.5K 0.02%
994
453
$30.3K 0.02%
456
454
$30.1K 0.02%
311
+109
455
$30.1K 0.02%
743
456
$30.1K 0.02%
1,226
-81
457
$29.8K 0.02%
428
458
$29.6K 0.02%
231
459
$29.6K 0.02%
641
460
$29.6K 0.02%
546
461
$29.5K 0.02%
563
+49
462
$29.3K 0.02%
1,234
463
$29.3K 0.02%
4,783
464
$29.3K 0.02%
333
+12
465
$29.2K 0.02%
109
466
$29.2K 0.02%
809
467
$29.2K 0.02%
952
468
$28.8K 0.02%
539
469
$28.6K 0.02%
349
470
$28.6K 0.02%
435
471
$28.6K 0.02%
1,109
472
$28.1K 0.02%
903
473
$28K 0.02%
305
474
$27.9K 0.02%
1,004
-152
475
$27.9K 0.02%
1,018