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
1151
$202 ﹤0.01%
7
1152
$197 ﹤0.01%
10
1153
$177 ﹤0.01%
9
1154
$176 ﹤0.01%
6
1155
$154 ﹤0.01%
+4
1156
$96 ﹤0.01%
1
1157
$87 ﹤0.01%
1
1158
$57 ﹤0.01%
6
1159
$19 ﹤0.01%
2
1160
– –
-674
1161
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-31
1162
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-509
1163
– –
-2,017
1164
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-32
1165
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0
1166
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-789
1167
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1168
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1169
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-1,963
1170
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-619
1171
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-258
1172
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1173
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-49
1174
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-1,731
1175
– –
0
45 46
47
48 49