SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
76
$410K 0.24%
1,802
+7
77
$400K 0.23%
3,156
+24
78
$396K 0.23%
1,106
+4
79
$391K 0.22%
2,357
80
$386K 0.22%
2,926
-4
81
$385K 0.22%
8,144
-554
82
$383K 0.22%
6,988
83
$382K 0.22%
8,973
-164
84
$381K 0.22%
1,292
+11
85
$380K 0.22%
5,308
-1,047
86
$380K 0.22%
4,363
-181
87
$375K 0.22%
6,873
+41
88
$370K 0.21%
3,239
+3
89
$368K 0.21%
1,249
90
$351K 0.2%
1,244
-4
91
$350K 0.2%
2,850
92
$344K 0.2%
1,740
93
$333K 0.19%
4,166
-5
94
$329K 0.19%
897
95
$323K 0.19%
5,292
+4
96
$323K 0.19%
4,242
-3
97
$317K 0.18%
3,354
-203
98
$316K 0.18%
2,426
+7
99
$316K 0.18%
3,855
100
$310K 0.18%
7,548
2 3
4
5 6