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
651
$15.7K 0.01%
208
652
$15.7K 0.01%
275
653
$15.5K 0.01%
371
654
$15.4K 0.01%
448
655
$15.4K 0.01%
1,042
-952
656
$15.4K 0.01%
14
657
$15.2K 0.01%
191
658
$15.2K 0.01%
95
659
$15.2K 0.01%
992
660
$15.2K 0.01%
156
661
$15.1K 0.01%
230
662
$15.1K 0.01%
253
663
$15K 0.01%
265
664
$15K 0.01%
462
665
$15K 0.01%
978
666
$14.9K 0.01%
251
667
$14.8K 0.01%
402
668
$14.7K 0.01%
475
669
$14.7K 0.01%
+320
670
$14.6K 0.01%
293
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671
$14.6K 0.01%
476
672
$14.5K 0.01%
414
673
$14.5K 0.01%
266
674
$14.4K 0.01%
755
675
$14.3K 0.01%
451