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
1101
$962 ﹤0.01%
30
1102
$951 ﹤0.01%
71
1103
$947 ﹤0.01%
+18
1104
$914 ﹤0.01%
19
1105
$904 ﹤0.01%
19
1106
$873 ﹤0.01%
17
1107
$872 ﹤0.01%
26
-11
1108
$864 ﹤0.01%
21
1109
$858 ﹤0.01%
38
1110
$857 ﹤0.01%
18
-28
1111
$857 ﹤0.01%
27
-15
1112
$841 ﹤0.01%
8
1113
$837 ﹤0.01%
39
1114
$824 ﹤0.01%
13
-8
1115
$811 ﹤0.01%
69
-90
1116
$800 ﹤0.01%
28
1117
$800 ﹤0.01%
25
1118
$780 ﹤0.01%
9
1119
$735 ﹤0.01%
21
-33
1120
$731 ﹤0.01%
+8
1121
$730 ﹤0.01%
+18
1122
$727 ﹤0.01%
26
1123
$727 ﹤0.01%
17
1124
$707 ﹤0.01%
19
-22
1125
$703 ﹤0.01%
13
-1,657
43 44
45
46 47