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
1101
$972 ﹤0.01%
9
-10
1102
$962 ﹤0.01%
30
1103
$951 ﹤0.01%
71
1104
$947 ﹤0.01%
+18
1105
$914 ﹤0.01%
19
1106
$904 ﹤0.01%
19
1107
$873 ﹤0.01%
17
1108
$872 ﹤0.01%
26
-11
1109
$864 ﹤0.01%
21
1110
$858 ﹤0.01%
38
1111
$857 ﹤0.01%
18
-28
1112
$857 ﹤0.01%
27
-15
1113
$841 ﹤0.01%
8
1114
$837 ﹤0.01%
39
1115
$824 ﹤0.01%
13
-8
1116
$811 ﹤0.01%
69
-90
1117
$800 ﹤0.01%
25
1118
$800 ﹤0.01%
28
1119
$780 ﹤0.01%
9
1120
$735 ﹤0.01%
21
-33
1121
$731 ﹤0.01%
+8
1122
$730 ﹤0.01%
+18
1123
$727 ﹤0.01%
26
1124
$727 ﹤0.01%
17
1125
$707 ﹤0.01%
19
-22
43 44
45
46 47