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
1126
$703 ﹤0.01%
13
-1,657
1127
$698 ﹤0.01%
35
1128
$689 ﹤0.01%
17
1129
$675 ﹤0.01%
8
1130
$654 ﹤0.01%
12
-10
1131
$637 ﹤0.01%
18
1132
$632 ﹤0.01%
20
1133
$626 ﹤0.01%
30
1134
$621 ﹤0.01%
+10
1135
$588 ﹤0.01%
+12
1136
$548 ﹤0.01%
53
-25
1137
$532 ﹤0.01%
9
-10
1138
$525 ﹤0.01%
21
-30
1139
$524 ﹤0.01%
8
1140
$501 ﹤0.01%
16
-12
1141
$427 ﹤0.01%
27
1142
$427 ﹤0.01%
1
-1
1143
$402 ﹤0.01%
5
1144
$394 ﹤0.01%
11
1145
$382 ﹤0.01%
+56
1146
$366 ﹤0.01%
16
1147
$361 ﹤0.01%
13
1148
$302 ﹤0.01%
50
1149
$295 ﹤0.01%
6
1150
$287 ﹤0.01%
4
-4
44 45
46
47 48