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
726
$12.5K 0.01%
182
727
$12.5K 0.01%
696
-43
728
$12.5K 0.01%
561
729
$12.4K 0.01%
623
-192
730
$12.4K 0.01%
290
731
$12.4K 0.01%
100
732
$12.3K 0.01%
227
733
$12.1K 0.01%
2,325
734
$11.9K 0.01%
308
735
$11.9K 0.01%
381
736
$11.9K 0.01%
179
737
$11.9K 0.01%
+396
738
$11.8K 0.01%
177
739
$11.7K 0.01%
550
740
$11.6K 0.01%
59
+10
741
$11.5K 0.01%
220
+58
742
$11.5K 0.01%
230
743
$11.4K 0.01%
990
744
$11.3K 0.01%
500
745
$11.2K 0.01%
61
+5
746
$11.2K 0.01%
+3,310
747
$11.1K 0.01%
211
748
$11.1K 0.01%
912
749
$10.9K 0.01%
353
750
$10.8K 0.01%
384