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
951
$4.48K ﹤0.01%
48
952
$4.42K ﹤0.01%
27
+21
953
$4.4K ﹤0.01%
41
954
$4.39K ﹤0.01%
38
955
$4.36K ﹤0.01%
43
956
$4.33K ﹤0.01%
52
-18
957
$4.22K ﹤0.01%
246
958
$4.22K ﹤0.01%
21
959
$4.22K ﹤0.01%
88
960
$4.21K ﹤0.01%
51
961
$4.18K ﹤0.01%
188
-1,915
962
$4.17K ﹤0.01%
58
963
$4.08K ﹤0.01%
299
964
$4.05K ﹤0.01%
30
-1
965
$4K ﹤0.01%
87
966
$3.97K ﹤0.01%
57
+11
967
$3.8K ﹤0.01%
55
968
$3.79K ﹤0.01%
174
969
$3.78K ﹤0.01%
96
970
$3.72K ﹤0.01%
128
-88
971
$3.63K ﹤0.01%
117
-11
972
$3.61K ﹤0.01%
100
973
$3.57K ﹤0.01%
112
+30
974
$3.48K ﹤0.01%
96
975
$3.47K ﹤0.01%
+58
37 38
39
40 41