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
776
$9.64K 0.01%
+194
777
$9.55K 0.01%
1,144
778
$9.52K 0.01%
142
779
$9.52K 0.01%
41
780
$9.49K 0.01%
160
781
$9.43K 0.01%
719
782
$9.4K 0.01%
336
783
$9.36K 0.01%
+2,881
784
$9.34K 0.01%
68
+4
785
$9.34K 0.01%
436
786
$9.29K 0.01%
+124
787
$9.25K 0.01%
+146
788
$9.24K 0.01%
132
789
$9.23K 0.01%
+169
790
$9.18K 0.01%
123
-10
791
$9.18K 0.01%
+979
792
$9.18K 0.01%
105
793
$9.15K 0.01%
173
794
$9.14K 0.01%
79
795
$9.11K 0.01%
288
796
$9.1K 0.01%
10
+5
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$9.1K 0.01%
486
798
$9.07K 0.01%
138
799
$9.06K 0.01%
748
800
$9.03K 0.01%
202
-126