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
101
$308K 0.18%
1,252
+3
102
$306K 0.18%
1,834
103
$306K 0.18%
2,014
+10
104
$298K 0.17%
1,994
+5
105
$290K 0.17%
1,052
+3
106
$290K 0.17%
2,556
-999
107
$289K 0.17%
2,500
-187
108
$284K 0.16%
15,120
109
$284K 0.16%
5,192
110
$277K 0.16%
1,352
111
$272K 0.16%
3,175
-6
112
$268K 0.15%
5,340
113
$264K 0.15%
2,554
-53
114
$263K 0.15%
2,605
+3
115
$259K 0.15%
2,595
116
$255K 0.15%
5,182
117
$251K 0.14%
4,522
118
$250K 0.14%
2,187
+17
119
$250K 0.14%
5,567
+75
120
$248K 0.14%
3,347
-2
121
$245K 0.14%
13,869
122
$245K 0.14%
2,941
123
$242K 0.14%
1,411
+12
124
$233K 0.13%
5,271
125
$231K 0.13%
4,414
+63
3 4
5
6 7