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
951
$4.59K ﹤0.01%
276
952
$4.48K ﹤0.01%
48
953
$4.42K ﹤0.01%
27
+21
954
$4.4K ﹤0.01%
41
955
$4.39K ﹤0.01%
38
956
$4.36K ﹤0.01%
43
957
$4.33K ﹤0.01%
52
-18
958
$4.22K ﹤0.01%
246
959
$4.22K ﹤0.01%
21
960
$4.22K ﹤0.01%
88
961
$4.21K ﹤0.01%
51
962
$4.18K ﹤0.01%
188
-1,915
963
$4.17K ﹤0.01%
58
964
$4.08K ﹤0.01%
299
965
$4.05K ﹤0.01%
30
-1
966
$4K ﹤0.01%
87
967
$3.97K ﹤0.01%
57
+11
968
$3.8K ﹤0.01%
55
969
$3.79K ﹤0.01%
174
970
$3.78K ﹤0.01%
96
971
$3.72K ﹤0.01%
128
-88
972
$3.63K ﹤0.01%
117
-11
973
$3.61K ﹤0.01%
100
974
$3.57K ﹤0.01%
112
+30
975
$3.48K ﹤0.01%
96
37 38
39
40 41