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
151
$183K 0.1%
2,188
152
$182K 0.1%
1,642
-90
153
$181K 0.1%
6,271
154
$178K 0.1%
2,516
+29
155
$176K 0.1%
4,776
+78
156
$175K 0.1%
1,207
-20
157
$175K 0.1%
3,534
-11
158
$171K 0.1%
585
159
$170K 0.1%
1,477
+12
160
$170K 0.1%
1,990
+17
161
$165K 0.09%
2,980
162
$163K 0.09%
10,935
-325
163
$162K 0.09%
614
+6
164
$160K 0.09%
3,224
165
$159K 0.09%
3,968
-30
166
$158K 0.09%
5,017
-2,402
167
$156K 0.09%
2,318
+15
168
$153K 0.09%
3,625
169
$152K 0.09%
1,049
170
$150K 0.09%
8,477
171
$147K 0.08%
1,125
-7
172
$147K 0.08%
3,074
173
$146K 0.08%
5,903
-80
174
$139K 0.08%
897
175
$138K 0.08%
6,853
5 6
7
8 9