SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$1.22M 0.7%
5,858
+69
27
$1.2M 0.69%
12,026
-344
28
$1.2M 0.69%
23,497
+77
29
$1.16M 0.67%
10,374
+107
30
$1M 0.58%
3,425
31
$997K 0.57%
5,167
+9
32
$965K 0.55%
12,595
-219
33
$945K 0.54%
5,447
+42
34
$902K 0.52%
15,782
-385
35
$895K 0.51%
20,157
+62
36
$894K 0.51%
8,860
-17
37
$881K 0.51%
46,290
+1,173
38
$872K 0.5%
16,326
-123
39
$851K 0.49%
15,740
40
$836K 0.48%
52,126
-1,704
41
$834K 0.48%
20,288
+118
42
$825K 0.47%
3,872
+100
43
$803K 0.46%
5,103
44
$792K 0.45%
16,542
-71
45
$775K 0.45%
15,140
+16
46
$666K 0.38%
11,477
-110
47
$600K 0.34%
3,547
+14
48
$597K 0.34%
4,552
+33
49
$579K 0.33%
53,740
50
$561K 0.32%
4,116
-7
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2
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