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
851
$7.1K ﹤0.01%
53
852
$7.09K ﹤0.01%
180
853
$7.07K ﹤0.01%
271
854
$6.92K ﹤0.01%
572
855
$6.91K ﹤0.01%
112
+46
856
$6.88K ﹤0.01%
66
857
$6.87K ﹤0.01%
70
-3
858
$6.84K ﹤0.01%
71
859
$6.79K ﹤0.01%
51
860
$6.76K ﹤0.01%
+372
861
$6.73K ﹤0.01%
325
-216
862
$6.7K ﹤0.01%
67
863
$6.69K ﹤0.01%
+509
864
$6.63K ﹤0.01%
344
865
$6.58K ﹤0.01%
51
866
$6.56K ﹤0.01%
409
867
$6.54K ﹤0.01%
84
+38
868
$6.54K ﹤0.01%
87
869
$6.52K ﹤0.01%
40
+3
870
$6.49K ﹤0.01%
389
871
$6.48K ﹤0.01%
102
+25
872
$6.47K ﹤0.01%
+629
873
$6.45K ﹤0.01%
158
-21
874
$6.45K ﹤0.01%
33
+7
875
$6.35K ﹤0.01%
1,587
+385
33 34
35
36 37