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
626
$17.3K 0.01%
+204
627
$17.1K 0.01%
1,124
628
$17.1K 0.01%
616
629
$17K 0.01%
88
+4
630
$16.8K 0.01%
691
631
$16.8K 0.01%
761
632
$16.7K 0.01%
106
633
$16.7K 0.01%
1,024
634
$16.6K 0.01%
675
+45
635
$16.6K 0.01%
219
636
$16.6K 0.01%
1,140
637
$16.6K 0.01%
203
638
$16.5K 0.01%
+365
639
$16.4K 0.01%
457
640
$16.4K 0.01%
493
641
$16.3K 0.01%
792
642
$16.2K 0.01%
977
643
$16.1K 0.01%
+564
644
$16.1K 0.01%
437
645
$16K 0.01%
+1,328
646
$15.8K 0.01%
424
647
$15.8K 0.01%
392
648
$15.8K 0.01%
231
+15
649
$15.8K 0.01%
667
650
$15.7K 0.01%
+752