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
701
$13.3K 0.01%
275
702
$13.3K 0.01%
+861
703
$13.2K 0.01%
1,420
+632
704
$13.2K 0.01%
170
705
$13.2K 0.01%
+453
706
$13.1K 0.01%
1,475
707
$13K 0.01%
401
708
$13K 0.01%
85
709
$13K 0.01%
222
710
$13K 0.01%
1,102
711
$13K 0.01%
111
712
$12.9K 0.01%
802
-252
713
$12.8K 0.01%
369
714
$12.7K 0.01%
722
715
$12.7K 0.01%
280
716
$12.7K 0.01%
56
717
$12.7K 0.01%
372
718
$12.7K 0.01%
501
719
$12.7K 0.01%
9,260
+3,368
720
$12.6K 0.01%
896
-70
721
$12.6K 0.01%
1,420
722
$12.6K 0.01%
149
723
$12.6K 0.01%
196
724
$12.5K 0.01%
1,161
725
$12.5K 0.01%
182
27 28
29
30 31