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
751
$10.8K 0.01%
416
752
$10.8K 0.01%
390
753
$10.7K 0.01%
515
754
$10.7K 0.01%
+684
755
$10.6K 0.01%
439
756
$10.6K 0.01%
99
+11
757
$10.6K 0.01%
366
758
$10.6K 0.01%
146
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759
$10.6K 0.01%
180
+24
760
$10.5K 0.01%
69
+15
761
$10.5K 0.01%
367
762
$10.3K 0.01%
503
763
$10.3K 0.01%
488
764
$10.2K 0.01%
100
765
$10.2K 0.01%
389
766
$10.2K 0.01%
87
767
$10K 0.01%
182
-21
768
$10K 0.01%
347
769
$10K 0.01%
124
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$9.98K 0.01%
166
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771
$9.8K 0.01%
231
772
$9.73K 0.01%
494
773
$9.72K 0.01%
398
774
$9.7K 0.01%
+298
775
$9.66K 0.01%
378