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
1051
$2.01K ﹤0.01%
21
1052
$1.99K ﹤0.01%
13
1053
$1.97K ﹤0.01%
128
-53
1054
$1.97K ﹤0.01%
80
+42
1055
$1.96K ﹤0.01%
293
1056
$1.94K ﹤0.01%
140
1057
$1.92K ﹤0.01%
26
1058
$1.91K ﹤0.01%
89
1059
$1.9K ﹤0.01%
42
1060
$1.9K ﹤0.01%
41
+18
1061
$1.89K ﹤0.01%
71
1062
$1.86K ﹤0.01%
46
+16
1063
$1.83K ﹤0.01%
24
1064
$1.82K ﹤0.01%
15
1065
$1.81K ﹤0.01%
17
1066
$1.76K ﹤0.01%
124
+28
1067
$1.74K ﹤0.01%
31
-22
1068
$1.66K ﹤0.01%
17
1069
$1.66K ﹤0.01%
81
1070
$1.64K ﹤0.01%
6
+3
1071
$1.62K ﹤0.01%
29
1072
$1.61K ﹤0.01%
13
-3
1073
$1.58K ﹤0.01%
91
1074
$1.54K ﹤0.01%
43
1075
$1.52K ﹤0.01%
100
41 42
43
44 45