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
901
$5.86K ﹤0.01%
40
+5
902
$5.85K ﹤0.01%
77
+20
903
$5.79K ﹤0.01%
+474
904
$5.78K ﹤0.01%
109
+15
905
$5.77K ﹤0.01%
147
906
$5.75K ﹤0.01%
810
907
$5.71K ﹤0.01%
378
908
$5.64K ﹤0.01%
+246
909
$5.56K ﹤0.01%
111
-96
910
$5.54K ﹤0.01%
+391
911
$5.54K ﹤0.01%
+349
912
$5.47K ﹤0.01%
201
-224
913
$5.47K ﹤0.01%
36
914
$5.46K ﹤0.01%
790
915
$5.45K ﹤0.01%
289
916
$5.4K ﹤0.01%
24
917
$5.33K ﹤0.01%
278
918
$5.29K ﹤0.01%
46
919
$5.28K ﹤0.01%
26
920
$5.28K ﹤0.01%
51
921
$5.27K ﹤0.01%
415
922
$5.26K ﹤0.01%
178
923
$5.25K ﹤0.01%
385
924
$5.25K ﹤0.01%
182
925
$5.23K ﹤0.01%
1,056
+206
35 36
37
38 39