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
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1165
-1,382
1166
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1171
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1172
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1173
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1174
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1175
-1,045