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
526
$23.1K 0.01%
634
527
$22.9K 0.01%
1,372
528
$22.9K 0.01%
922
529
$22.7K 0.01%
514
530
$22.7K 0.01%
852
531
$22.6K 0.01%
1,397
532
$22.6K 0.01%
666
533
$22.5K 0.01%
2,200
-206
534
$22.5K 0.01%
1,361
535
$22.4K 0.01%
1,066
536
$22.4K 0.01%
553
537
$22.2K 0.01%
135
538
$22.1K 0.01%
545
539
$22.1K 0.01%
347
540
$22.1K 0.01%
730
541
$22K 0.01%
60
+3
542
$21.9K 0.01%
1,042
543
$21.8K 0.01%
1,000
544
$21.8K 0.01%
1,645
545
$21.7K 0.01%
445
546
$21.7K 0.01%
252
547
$21.7K 0.01%
578
548
$21.6K 0.01%
67
+6
549
$21.6K 0.01%
94
550
$21.5K 0.01%
1,123