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
176
$136K 0.08%
6,423
+482
177
$136K 0.08%
2,580
178
$134K 0.08%
1,494
+8
179
$132K 0.08%
1,449
180
$132K 0.08%
2,476
+61
181
$129K 0.07%
1,416
182
$129K 0.07%
3,774
183
$128K 0.07%
1,111
184
$126K 0.07%
4,446
185
$126K 0.07%
3,720
-18
186
$124K 0.07%
4,672
187
$124K 0.07%
972
188
$122K 0.07%
1,078
+39
189
$122K 0.07%
3,390
190
$120K 0.07%
2,660
191
$118K 0.07%
3,743
192
$114K 0.07%
2,968
193
$114K 0.07%
855
+8
194
$112K 0.06%
2,174
-18
195
$111K 0.06%
27,080
-1,400
196
$111K 0.06%
7,479
197
$110K 0.06%
588
198
$109K 0.06%
1,618
+4
199
$109K 0.06%
630
200
$108K 0.06%
806
+7
6 7
8
9 10