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
826
$8.12K ﹤0.01%
70
827
$8.05K ﹤0.01%
94
-3
828
$8.04K ﹤0.01%
180
-492
829
$7.91K ﹤0.01%
+293
830
$7.91K ﹤0.01%
38
+12
831
$7.9K ﹤0.01%
380
832
$7.89K ﹤0.01%
100
833
$7.84K ﹤0.01%
91
-11
834
$7.79K ﹤0.01%
239
-21
835
$7.71K ﹤0.01%
492
836
$7.67K ﹤0.01%
65
-2
837
$7.61K ﹤0.01%
134
+24
838
$7.56K ﹤0.01%
630
839
$7.53K ﹤0.01%
186
840
$7.52K ﹤0.01%
349
841
$7.41K ﹤0.01%
195
842
$7.36K ﹤0.01%
+640
843
$7.33K ﹤0.01%
902
844
$7.28K ﹤0.01%
1,255
845
$7.26K ﹤0.01%
111
-89
846
$7.2K ﹤0.01%
23
-3
847
$7.17K ﹤0.01%
2,686
+1,185
848
$7.13K ﹤0.01%
+4,375
849
$7.13K ﹤0.01%
241
850
$7.11K ﹤0.01%
212
32 33
34
35 36