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
1
$14.8M 8.48%
1,261,794
+33,552
2
$10.5M 6.06%
739,712
+5,000
3
$6.24M 3.58%
126,060
+276
4
$5.78M 3.32%
35,498
-153
5
$5.57M 3.2%
212,217
+2,200
6
$4.99M 2.86%
60,560
7
$4.03M 2.32%
225,776
+5,720
8
$3.87M 2.22%
27,786
+12
9
$3.59M 2.06%
17,291
+6
10
$3.5M 2.01%
62,144
-850
11
$3.32M 1.91%
39,487
+41
12
$2.87M 1.65%
39,469
+50
13
$2.8M 1.61%
20,921
+169
14
$2.5M 1.44%
44,766
-1,131
15
$2.04M 1.17%
12,322
-66
16
$1.99M 1.15%
25,474
-471
17
$1.73M 0.99%
21,585
+14
18
$1.66M 0.95%
317,031
-12,981
19
$1.62M 0.93%
37,640
+475
20
$1.61M 0.93%
12,950
-9
21
$1.54M 0.88%
16,240
+100
22
$1.35M 0.78%
24,960
+140
23
$1.31M 0.75%
23,030
24
$1.27M 0.73%
43,842
+218
25
$1.25M 0.72%
11,437
-45
1
2 3 4 5