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
551
$21.5K 0.01%
1,440
-36
552
$21.5K 0.01%
1,682
+249
553
$21.5K 0.01%
1,081
554
$21.5K 0.01%
1,061
555
$21.4K 0.01%
1,824
556
$21.3K 0.01%
323
557
$21.2K 0.01%
256
558
$21.2K 0.01%
200
559
$21.2K 0.01%
3,270
560
$21.1K 0.01%
50
561
$21.1K 0.01%
1,153
+255
562
$21K 0.01%
521
563
$21K 0.01%
178
+9
564
$21K 0.01%
309
565
$20.9K 0.01%
3,844
566
$20.9K 0.01%
504
567
$20.7K 0.01%
637
+27
568
$20.7K 0.01%
1,345
569
$20.7K 0.01%
371
570
$20.6K 0.01%
348
571
$20.5K 0.01%
143
572
$20.5K 0.01%
220
+4
573
$20.5K 0.01%
378
574
$20.5K 0.01%
167
575
$20.5K 0.01%
+730
21 22
23
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