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
+$385K
2
+$109K
3
+$101K
4
ACIC icon
American Coastal Insurance
ACIC
+$74.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$57K

Top Sells

1
+$112K
2
+$110K
3
+$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

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%
1,682
+249
552
$21.5K 0.01%
1,081
553
$21.5K 0.01%
1,061
554
$21.4K 0.01%
1,824
555
$21.3K 0.01%
323
556
$21.2K 0.01%
256
557
$21.2K 0.01%
200
558
$21.2K 0.01%
3,270
559
$21.1K 0.01%
50
560
$21.1K 0.01%
1,153
+255
561
$21K 0.01%
521
562
$21K 0.01%
178
+9
563
$21K 0.01%
309
564
$20.9K 0.01%
3,844
565
$20.9K 0.01%
504
566
$20.7K 0.01%
637
+27
567
$20.7K 0.01%
1,345
568
$20.7K 0.01%
371
569
$20.6K 0.01%
348
570
$20.5K 0.01%
143
571
$20.5K 0.01%
220
+4
572
$20.5K 0.01%
378
573
$20.5K 0.01%
167
574
$20.5K 0.01%
+730
575
$20.4K 0.01%
813
21 22
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