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
976
$3.44K ﹤0.01%
63
977
$3.42K ﹤0.01%
68
-75
978
$3.4K ﹤0.01%
4
979
$3.39K ﹤0.01%
33
980
$3.38K ﹤0.01%
81
-1
981
$3.37K ﹤0.01%
12
+3
982
$3.36K ﹤0.01%
+95
983
$3.35K ﹤0.01%
40
984
$3.33K ﹤0.01%
37
+19
985
$3.32K ﹤0.01%
34
+13
986
$3.3K ﹤0.01%
152
+12
987
$3.29K ﹤0.01%
30
988
$3.26K ﹤0.01%
+108
989
$3.25K ﹤0.01%
27
990
$3.17K ﹤0.01%
138
991
$3.17K ﹤0.01%
30
+8
992
$3.12K ﹤0.01%
93
+20
993
$3.11K ﹤0.01%
23
+8
994
$3.1K ﹤0.01%
110
995
$3.08K ﹤0.01%
60
996
$3.08K ﹤0.01%
112
997
$3.07K ﹤0.01%
28
998
$3.06K ﹤0.01%
24
999
$3.06K ﹤0.01%
18
1000
$3.06K ﹤0.01%
+1,353
38 39
40
41 42