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
876
$6.35K ﹤0.01%
1,298
877
$6.32K ﹤0.01%
177
878
$6.31K ﹤0.01%
63
879
$6.28K ﹤0.01%
133
+84
880
$6.25K ﹤0.01%
133
881
$6.22K ﹤0.01%
111
-15
882
$6.19K ﹤0.01%
26
+3
883
$6.18K ﹤0.01%
101
884
$6.15K ﹤0.01%
190
885
$6.15K ﹤0.01%
+338
886
$6.15K ﹤0.01%
155
887
$6.14K ﹤0.01%
62
+6
888
$6.13K ﹤0.01%
169
889
$6.12K ﹤0.01%
370
890
$6.11K ﹤0.01%
69
891
$6.08K ﹤0.01%
129
892
$6.07K ﹤0.01%
389
893
$6.06K ﹤0.01%
108
894
$6.04K ﹤0.01%
287
895
$6.02K ﹤0.01%
366
896
$6.01K ﹤0.01%
446
897
$6K ﹤0.01%
+309
898
$5.9K ﹤0.01%
163
-13
899
$5.86K ﹤0.01%
366
900
$5.86K ﹤0.01%
40
+5
34 35
36
37 38