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
1076
$1.51K ﹤0.01%
53
+29
1077
$1.5K ﹤0.01%
32
+19
1078
$1.49K ﹤0.01%
67
1079
$1.48K ﹤0.01%
26
1080
$1.4K ﹤0.01%
25
1081
$1.4K ﹤0.01%
20
1082
$1.38K ﹤0.01%
33
1083
$1.38K ﹤0.01%
8
-67
1084
$1.35K ﹤0.01%
100
1085
$1.34K ﹤0.01%
29
+11
1086
$1.34K ﹤0.01%
19
+12
1087
$1.3K ﹤0.01%
34
-27
1088
$1.27K ﹤0.01%
29
1089
$1.24K ﹤0.01%
128
1090
$1.23K ﹤0.01%
22
-18
1091
$1.21K ﹤0.01%
189
-31
1092
$1.18K ﹤0.01%
162
+74
1093
$1.18K ﹤0.01%
34
1094
$1.15K ﹤0.01%
44
-1
1095
$1.12K ﹤0.01%
21
1096
$1.02K ﹤0.01%
41
1097
$1K ﹤0.01%
+15
1098
$981 ﹤0.01%
23
1099
$976 ﹤0.01%
+39
1100
$972 ﹤0.01%
9
-10
42 43
44
45 46