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
476
$27.7K 0.02%
692
477
$27.6K 0.02%
758
+11
478
$27.6K 0.02%
555
479
$27.6K 0.02%
672
+15
480
$27.5K 0.02%
173
481
$27.4K 0.02%
359
482
$27.1K 0.02%
986
483
$26.9K 0.02%
1,880
484
$26.9K 0.02%
1,006
485
$26.7K 0.02%
553
486
$26.7K 0.02%
3,124
+973
487
$26.7K 0.02%
638
+193
488
$26.7K 0.02%
472
489
$26.7K 0.02%
328
490
$26.6K 0.02%
200
491
$26.6K 0.02%
1,818
492
$26.5K 0.02%
436
493
$26.4K 0.02%
3,058
494
$26.2K 0.02%
3,537
495
$26K 0.02%
342
496
$25.9K 0.01%
206
497
$25.7K 0.01%
1,248
+528
498
$25.6K 0.01%
1,453
499
$25.4K 0.01%
456
+3
500
$25.4K 0.01%
893