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

Top Buys

1
+$820K
2
+$708K
3
+$641K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$444K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$419K

Top Sells

1
+$298K
2
+$242K
3
+$204K
4
ADP icon
Automatic Data Processing
ADP
+$202K
5
VLY icon
Valley National Bancorp
VLY
+$194K

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
$47.7B
$49.3K 0.02%
3,257
+511
SPHD icon
227
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$48.7K 0.02%
1,178
LIN icon
228
Linde
LIN
$212B
$48.4K 0.02%
127
+2
IBTF icon
229
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$48K 0.02%
+2,074
IBTG icon
230
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$47.8K 0.02%
+2,111
INTU icon
231
Intuit
INTU
$185B
$47.7K 0.02%
104
-2
ISRG icon
232
Intuitive Surgical
ISRG
$164B
$47.5K 0.02%
139
+76
MDT icon
233
Medtronic
MDT
$123B
$47.4K 0.02%
538
+337
QQQJ icon
234
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$697M
$46.3K 0.02%
1,772
-16
TSCO icon
235
Tractor Supply
TSCO
$29.3B
$46K 0.02%
1,040
NOW icon
236
ServiceNow
NOW
$190B
$45.5K 0.02%
81
+31
VBK icon
237
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$45K 0.02%
196
-1
CCI icon
238
Crown Castle
CCI
$43.1B
$45K 0.02%
395
+306
AZO icon
239
AutoZone
AZO
$66.1B
$44.9K 0.02%
18
-1
EW icon
240
Edwards Lifesciences
EW
$44.2B
$44.8K 0.02%
475
+155
ACN icon
241
Accenture
ACN
$150B
$44.4K 0.02%
144
SCHO icon
242
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$43.3K 0.02%
+1,800
AMT icon
243
American Tower
AMT
$90.4B
$43.1K 0.02%
222
-2
HES
244
DELISTED
Hess
HES
$42.8K 0.02%
315
+235
WELL icon
245
Welltower
WELL
$119B
$42.5K 0.02%
525
-5
LHX icon
246
L3Harris
LHX
$54.4B
$42.3K 0.02%
216
+1
ELV icon
247
Elevance Health
ELV
$79.7B
$40.9K 0.02%
92
PSFD icon
248
Pacer Swan SOS Flex January ETF
PSFD
$50.1M
$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
$86.2B
$40.6K 0.02%
89
+16
8 9
10
11 12