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
851
$7.11K ﹤0.01%
212
852
$7.1K ﹤0.01%
53
853
$7.09K ﹤0.01%
180
854
$7.07K ﹤0.01%
271
855
$6.92K ﹤0.01%
572
856
$6.91K ﹤0.01%
112
+46
857
$6.88K ﹤0.01%
66
858
$6.87K ﹤0.01%
70
-3
859
$6.84K ﹤0.01%
71
860
$6.79K ﹤0.01%
51
861
$6.76K ﹤0.01%
+372
862
$6.73K ﹤0.01%
325
-216
863
$6.7K ﹤0.01%
67
864
$6.69K ﹤0.01%
+509
865
$6.63K ﹤0.01%
344
866
$6.58K ﹤0.01%
51
867
$6.56K ﹤0.01%
409
868
$6.54K ﹤0.01%
84
+38
869
$6.54K ﹤0.01%
87
870
$6.52K ﹤0.01%
40
+3
871
$6.49K ﹤0.01%
389
872
$6.48K ﹤0.01%
102
+25
873
$6.47K ﹤0.01%
+629
874
$6.45K ﹤0.01%
158
-21
875
$6.45K ﹤0.01%
33
+7
33 34
35
36 37