SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
51
$556K 0.32%
10,163
+78
52
$547K 0.31%
4,395
+190
53
$536K 0.31%
4,667
54
$528K 0.3%
11,258
55
$524K 0.3%
11,564
-45
56
$518K 0.3%
2,123
+2
57
$513K 0.29%
10,840
-40
58
$510K 0.29%
3,655
+71
59
$505K 0.29%
4,469
-90
60
$490K 0.28%
10,928
61
$473K 0.27%
1,787
+14
62
$471K 0.27%
1,295
+6
63
$470K 0.27%
2,983
-2
64
$467K 0.27%
11,042
+100
65
$466K 0.27%
2,531
+9
66
$461K 0.26%
8,560
+28
67
$460K 0.26%
21,718
+18
68
$458K 0.26%
5,466
-325
69
$455K 0.26%
3,690
+16
70
$451K 0.26%
1,239
+67
71
$447K 0.26%
5,687
-47
72
$440K 0.25%
13,451
+409
73
$423K 0.24%
16,723
+234
74
$417K 0.24%
19,715
+17
75
$416K 0.24%
7,869
+46
1 2
3
4 5