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
926
$5.21K ﹤0.01%
+2,356
927
$5.2K ﹤0.01%
229
928
$5.2K ﹤0.01%
16
929
$5.2K ﹤0.01%
98
930
$5.16K ﹤0.01%
75
+37
931
$5.08K ﹤0.01%
35
932
$4.99K ﹤0.01%
183
933
$4.97K ﹤0.01%
45
934
$4.97K ﹤0.01%
114
935
$4.95K ﹤0.01%
23
936
$4.86K ﹤0.01%
200
937
$4.85K ﹤0.01%
54
938
$4.84K ﹤0.01%
53
-6
939
$4.84K ﹤0.01%
296
940
$4.82K ﹤0.01%
37
941
$4.78K ﹤0.01%
55
942
$4.77K ﹤0.01%
31
943
$4.77K ﹤0.01%
280
944
$4.75K ﹤0.01%
352
945
$4.72K ﹤0.01%
27
-15
946
$4.71K ﹤0.01%
155
+20
947
$4.69K ﹤0.01%
214
-28
948
$4.67K ﹤0.01%
80
+17
949
$4.64K ﹤0.01%
60
950
$4.6K ﹤0.01%
258
-11
36 37
38
39 40