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
1026
$2.44K ﹤0.01%
+121
1027
$2.44K ﹤0.01%
20
1028
$2.42K ﹤0.01%
16
1029
$2.4K ﹤0.01%
31
+11
1030
$2.36K ﹤0.01%
122
1031
$2.36K ﹤0.01%
68
+32
1032
$2.35K ﹤0.01%
64
1033
$2.33K ﹤0.01%
22
1034
$2.31K ﹤0.01%
56
1035
$2.29K ﹤0.01%
21
-1
1036
$2.25K ﹤0.01%
19
1037
$2.24K ﹤0.01%
61
-19
1038
$2.21K ﹤0.01%
47
1039
$2.21K ﹤0.01%
15
1040
$2.18K ﹤0.01%
100
1041
$2.18K ﹤0.01%
62
1042
$2.17K ﹤0.01%
24
1043
$2.14K ﹤0.01%
55
1044
$2.12K ﹤0.01%
45
-27
1045
$2.11K ﹤0.01%
+23
1046
$2.07K ﹤0.01%
+3
1047
$2.04K ﹤0.01%
56
1048
$2.04K ﹤0.01%
12
1049
$2.04K ﹤0.01%
24
+8
1050
$2.02K ﹤0.01%
25
-1
40 41
42
43 44