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
201
$107K 0.06%
1,385
202
$105K 0.06%
3,024
203
$105K 0.06%
10,104
-296
204
$104K 0.06%
3,955
+42
205
$104K 0.06%
1,337
+16
206
$103K 0.06%
1,447
207
$102K 0.06%
+2,073
208
$102K 0.06%
3,530
209
$101K 0.06%
1,259
+13
210
$100K 0.06%
990
+30
211
$99.7K 0.06%
802
212
$99K 0.06%
672
+12
213
$99K 0.06%
817
214
$96.4K 0.06%
862
215
$95.2K 0.05%
1,908
216
$95.2K 0.05%
6,390
+30
217
$95.1K 0.05%
3,964
-76
218
$91.6K 0.05%
1,407
219
$90.5K 0.05%
949
-8
220
$90.3K 0.05%
3,030
221
$89.2K 0.05%
1,464
222
$88.1K 0.05%
332
-6
223
$88K 0.05%
3,208
224
$86.8K 0.05%
1,087
+4
225
$85.8K 0.05%
1,354
-6
7 8
9
10 11