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
801
$8.95K 0.01%
209
+24
802
$8.83K 0.01%
833
803
$8.81K 0.01%
500
804
$8.78K 0.01%
330
-218
805
$8.78K 0.01%
+299
806
$8.77K 0.01%
103
807
$8.77K 0.01%
136
+13
808
$8.76K 0.01%
137
809
$8.7K 0.01%
1,765
+513
810
$8.69K 0.01%
184
811
$8.58K ﹤0.01%
411
+86
812
$8.58K ﹤0.01%
41
813
$8.54K ﹤0.01%
285
814
$8.54K ﹤0.01%
231
815
$8.49K ﹤0.01%
+608
816
$8.43K ﹤0.01%
599
817
$8.43K ﹤0.01%
298
818
$8.35K ﹤0.01%
297
-57
819
$8.3K ﹤0.01%
101
820
$8.29K ﹤0.01%
+1,938
821
$8.29K ﹤0.01%
+202
822
$8.21K ﹤0.01%
490
823
$8.16K ﹤0.01%
67
824
$8.14K ﹤0.01%
685
-138
825
$8.13K ﹤0.01%
72
+40
31 32
33
34 35