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
576
$20.4K 0.01%
813
577
$20.4K 0.01%
281
-15
578
$20.4K 0.01%
2,944
+885
579
$20.3K 0.01%
172
580
$20.3K 0.01%
442
581
$20.2K 0.01%
870
582
$20.1K 0.01%
149
+5
583
$20K 0.01%
658
584
$20K 0.01%
710
585
$19.8K 0.01%
651
586
$19.7K 0.01%
825
587
$19.6K 0.01%
180
588
$19.6K 0.01%
1,071
+663
589
$19.5K 0.01%
237
590
$19.4K 0.01%
272
591
$19.3K 0.01%
94
+14
592
$19.2K 0.01%
2,601
593
$19.1K 0.01%
557
594
$19K 0.01%
767
595
$19K 0.01%
1,654
596
$18.9K 0.01%
675
+51
597
$18.9K 0.01%
208
+47
598
$18.7K 0.01%
522
599
$18.7K 0.01%
685
600
$18.7K 0.01%
735
-839