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
126
$227K 0.13%
5,894
-18
127
$227K 0.13%
1,650
+18
128
$224K 0.13%
10,562
+1,249
129
$219K 0.13%
4,598
130
$219K 0.13%
452
131
$217K 0.12%
10,210
-188
132
$214K 0.12%
2,107
133
$214K 0.12%
6,446
-32
134
$211K 0.12%
3,743
135
$210K 0.12%
10,030
136
$209K 0.12%
6,570
137
$209K 0.12%
445
138
$207K 0.12%
1,066
+7
139
$205K 0.12%
878
-3
140
$205K 0.12%
1,418
+12
141
$204K 0.12%
2,311
+10
142
$203K 0.12%
1,160
+18
143
$202K 0.12%
2,880
144
$199K 0.11%
3,910
+16
145
$195K 0.11%
665
+8
146
$195K 0.11%
2,248
147
$191K 0.11%
2,040
-7
148
$189K 0.11%
2,353
149
$188K 0.11%
2,245
-7
150
$188K 0.11%
1,341
4 5
6
7 8