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
1001
$3.06K ﹤0.01%
+1,353
1002
$3.04K ﹤0.01%
160
1003
$2.99K ﹤0.01%
+64
1004
$2.96K ﹤0.01%
39
1005
$2.93K ﹤0.01%
110
1006
$2.92K ﹤0.01%
22
+8
1007
$2.9K ﹤0.01%
18
+7
1008
$2.89K ﹤0.01%
109
-6
1009
$2.88K ﹤0.01%
248
-100
1010
$2.83K ﹤0.01%
+73
1011
$2.83K ﹤0.01%
71
+17
1012
$2.82K ﹤0.01%
91
+25
1013
$2.81K ﹤0.01%
51
1014
$2.81K ﹤0.01%
78
+69
1015
$2.78K ﹤0.01%
65
1016
$2.78K ﹤0.01%
102
1017
$2.77K ﹤0.01%
64
1018
$2.74K ﹤0.01%
91
+52
1019
$2.73K ﹤0.01%
74
1020
$2.71K ﹤0.01%
74
+25
1021
$2.66K ﹤0.01%
20
1022
$2.63K ﹤0.01%
132
1023
$2.59K ﹤0.01%
37
+13
1024
$2.57K ﹤0.01%
145
1025
$2.54K ﹤0.01%
26
+8
39 40
41
42 43