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
676
$14.3K 0.01%
832
677
$14.2K 0.01%
554
678
$14.2K 0.01%
328
+54
679
$14.2K 0.01%
325
680
$13.9K 0.01%
905
681
$13.9K 0.01%
159
+14
682
$13.9K 0.01%
92
+29
683
$13.8K 0.01%
+112
684
$13.8K 0.01%
496
685
$13.7K 0.01%
+489
686
$13.7K 0.01%
896
687
$13.7K 0.01%
415
688
$13.6K 0.01%
1,436
689
$13.6K 0.01%
+84
690
$13.5K 0.01%
1,068
691
$13.5K 0.01%
564
692
$13.5K 0.01%
126
+50
693
$13.5K 0.01%
368
694
$13.5K 0.01%
197
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695
$13.4K 0.01%
342
696
$13.4K 0.01%
476
697
$13.4K 0.01%
287
698
$13.4K 0.01%
226
699
$13.4K 0.01%
288
700
$13.4K 0.01%
504