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
$203M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$670K
3
+$442K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$412K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$291K

Top Sells

1
+$3.15M
2
+$1.2M
3
+$219K
4
DUK icon
Duke Energy
DUK
+$147K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K

Sector Composition

1 Technology 13.69%
2 Healthcare 9.84%
3 Industrials 6.29%
4 Financials 6.06%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
226
SPDR Gold Trust
GLD
$135B
$49.9K 0.02%
291
SHW icon
227
Sherwin-Williams
SHW
$82.5B
$49.5K 0.02%
194
+102
DRIV icon
228
Global X Autonomous & Electric Vehicles ETF
DRIV
$348M
$48.7K 0.02%
2,073
NOC icon
229
Northrop Grumman
NOC
$85.1B
$48.4K 0.02%
110
+21
HES
230
DELISTED
Hess
HES
$48.2K 0.02%
315
NOW icon
231
ServiceNow
NOW
$188B
$48.1K 0.02%
86
+5
CEG icon
232
Constellation Energy
CEG
$121B
$47.7K 0.02%
437
+12
SCHW icon
233
Charles Schwab
SCHW
$171B
$47K 0.02%
856
-50
SPHD icon
234
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$46.2K 0.02%
1,178
COF icon
235
Capital One
COF
$135B
$46.1K 0.02%
475
-43
MPC icon
236
Marathon Petroleum
MPC
$56.1B
$46K 0.02%
304
+24
SPGI icon
237
S&P Global
SPGI
$144B
$45.7K 0.02%
125
+35
CMI icon
238
Cummins
CMI
$56.7B
$45K 0.02%
197
-5
WELL icon
239
Welltower
WELL
$117B
$44.7K 0.02%
546
+21
TTE icon
240
TotalEnergies
TTE
$133B
$44.1K 0.02%
671
CARR icon
241
Carrier Global
CARR
$47.8B
$43.4K 0.02%
787
F icon
242
Ford
F
$47.4B
$43.4K 0.02%
3,496
+239
IBTF icon
243
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$43.4K 0.02%
1,880
-194
SCHO icon
244
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$43.1K 0.02%
1,800
AMT icon
245
American Tower
AMT
$89.6B
$43.1K 0.02%
262
+40
IBTG icon
246
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$43K 0.02%
1,914
-197
TM icon
247
Toyota
TM
$258B
$42.4K 0.02%
236
TSCO icon
248
Tractor Supply
TSCO
$29.3B
$42.2K 0.02%
1,040
VBK icon
249
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$41.6K 0.02%
194
-2
QQQJ icon
250
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$689M
$41.4K 0.02%
1,681
-91
8 9
10
11 12