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
926
$5.2K ﹤0.01%
229
927
$5.2K ﹤0.01%
16
928
$5.2K ﹤0.01%
98
929
$5.16K ﹤0.01%
75
+37
930
$5.08K ﹤0.01%
35
931
$4.99K ﹤0.01%
183
932
$4.97K ﹤0.01%
45
933
$4.97K ﹤0.01%
114
934
$4.95K ﹤0.01%
23
935
$4.86K ﹤0.01%
200
936
$4.85K ﹤0.01%
54
937
$4.84K ﹤0.01%
53
-6
938
$4.84K ﹤0.01%
296
939
$4.82K ﹤0.01%
37
940
$4.78K ﹤0.01%
55
941
$4.77K ﹤0.01%
31
942
$4.77K ﹤0.01%
280
943
$4.75K ﹤0.01%
352
944
$4.72K ﹤0.01%
27
-15
945
$4.71K ﹤0.01%
155
+20
946
$4.69K ﹤0.01%
214
-28
947
$4.67K ﹤0.01%
80
+17
948
$4.64K ﹤0.01%
60
949
$4.6K ﹤0.01%
258
-11
950
$4.59K ﹤0.01%
276
36 37
38
39 40