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
1076
$1.52K ﹤0.01%
100
1077
$1.51K ﹤0.01%
53
+29
1078
$1.5K ﹤0.01%
32
+19
1079
$1.49K ﹤0.01%
67
1080
$1.48K ﹤0.01%
26
1081
$1.4K ﹤0.01%
25
1082
$1.4K ﹤0.01%
20
1083
$1.38K ﹤0.01%
33
1084
$1.38K ﹤0.01%
8
-67
1085
$1.35K ﹤0.01%
100
1086
$1.34K ﹤0.01%
29
+11
1087
$1.34K ﹤0.01%
19
+12
1088
$1.3K ﹤0.01%
34
-27
1089
$1.27K ﹤0.01%
29
1090
$1.24K ﹤0.01%
128
1091
$1.23K ﹤0.01%
22
-18
1092
$1.21K ﹤0.01%
189
-31
1093
$1.18K ﹤0.01%
162
+74
1094
$1.18K ﹤0.01%
34
1095
$1.15K ﹤0.01%
44
-1
1096
$1.12K ﹤0.01%
21
1097
$1.02K ﹤0.01%
41
1098
$1K ﹤0.01%
+15
1099
$981 ﹤0.01%
23
1100
$976 ﹤0.01%
+39
42 43
44
45 46