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
$206M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$702K
3
+$607K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$440K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$421K

Top Sells

1
+$290K
2
+$241K
3
+$199K
4
ADP icon
Automatic Data Processing
ADP
+$198K
5
LECO icon
Lincoln Electric
LECO
+$179K

Sector Composition

1 Technology 14.23%
2 Healthcare 9.75%
3 Industrials 6.61%
4 Financials 5.64%
5 Consumer Discretionary 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
226
Ford
F
$47.6B
$49.3K 0.02%
3,257
+511
SPHD icon
227
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$48.7K 0.02%
1,178
LIN icon
228
Linde
LIN
$229B
$48.4K 0.02%
127
+2
IBTF
229
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$48K 0.02%
+2,074
IBTG icon
230
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$47.8K 0.02%
+2,111
INTU icon
231
Intuit
INTU
$127B
$47.7K 0.02%
104
-2
ISRG icon
232
Intuitive Surgical
ISRG
$171B
$47.5K 0.02%
139
+76
MDT icon
233
Medtronic
MDT
$114B
$47.4K 0.02%
538
+337
QQQJ icon
234
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$882M
$46.3K 0.02%
1,772
-16
TSCO icon
235
Tractor Supply
TSCO
$25.7B
$46K 0.02%
1,040
NOW icon
236
ServiceNow
NOW
$122B
$45.5K 0.02%
405
+155
VBK icon
237
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$45K 0.02%
196
-1
CCI icon
238
Crown Castle
CCI
$38.2B
$45K 0.02%
395
+306
AZO icon
239
AutoZone
AZO
$57.6B
$44.9K 0.02%
18
-1
EW icon
240
Edwards Lifesciences
EW
$48.5B
$44.8K 0.02%
475
+155
ACN icon
241
Accenture
ACN
$122B
$44.4K 0.02%
144
SCHO icon
242
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$43.3K 0.02%
+1,800
AMT icon
243
American Tower
AMT
$86.1B
$43.1K 0.02%
222
-2
HES
244
DELISTED
Hess
HES
$42.8K 0.02%
315
+235
WELL icon
245
Welltower
WELL
$147B
$42.5K 0.02%
525
-5
LHX icon
246
L3Harris
LHX
$68.9B
$42.3K 0.02%
216
+1
ELV icon
247
Elevance Health
ELV
$64.5B
$40.9K 0.02%
92
PSFD icon
248
Pacer Swan SOS Flex January ETF
PSFD
$54.8M
$40.7K 0.02%
1,512
BSJN
249
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$40.6K 0.02%
1,729
NOC icon
250
Northrop Grumman
NOC
$104B
$40.6K 0.02%
89
+16
8 9
10
11 12