SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1151
$248 ﹤0.01%
20
1152
$202 ﹤0.01%
7
1153
$197 ﹤0.01%
10
1154
$177 ﹤0.01%
9
1155
$176 ﹤0.01%
6
1156
$154 ﹤0.01%
+4
1157
$96 ﹤0.01%
1
1158
$87 ﹤0.01%
1
1159
$57 ﹤0.01%
6
1160
$19 ﹤0.01%
2
1161
– –
-356
1162
– –
-25
1163
– –
0
1164
– –
-25
1165
– –
-1,382
1166
– –
-720
1167
– –
-187
1168
– –
-21
1169
– –
-7
1170
– –
-760
1171
– –
-918
1172
– –
-1,385
1173
– –
-50
1174
– –
-839
1175
– –
-1,045
45 46
47
48 49