SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+3.61%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
1,016
New
1,012
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Coastal Insurance
ACIC
|
$13.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.56M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$3.43M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.33M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$2.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.81% |
| 2 | Technology | 7.5% |
| 3 | Healthcare | 7.48% |
| 4 | Consumer Staples | 5.64% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
American Airlines Group
AAL
$8.68B
| $47.9K | 0.05% |
+1,169
| New | +$47.9K |
|
252
Prestige Consumer Healthcare
PBH
$3.3B
| $47.8K | 0.05% |
+896
| New | +$47.8K |
|
253
UMB Financial
UMBF
$9.39B
| $47.8K | 0.05% |
+925
| New | +$47.8K |
|
254
Monster Beverage
MNST
$61B
| $47.8K | 0.05% |
+2,148
| New | +$47.8K |
|
255
Entergy
ETR
$38.9B
| $47.5K | 0.05% |
+1,198
| New | +$47.5K |
|
256
Emerson Electric
EMR
$73.9B
| $46.8K | 0.04% |
+860
| New | +$46.8K |
|
257
Viasat
VSAT
$3.99B
| $46.7K | 0.04% |
+636
| New | +$46.7K |
|
258
ProAssurance
PRA
$1.22B
| $46.1K | 0.04% |
+911
| New | +$46.1K |
|
259
Range Resources
RRC
$8.2B
| $45.8K | 0.04% |
+1,415
| New | +$45.8K |
|
260
Wintrust Financial
WTFC
$9.31B
| $45.8K | 0.04% |
+1,033
| New | +$45.8K |
|
261
BP
BP
$87.4B
| $45.6K | 0.04% |
+1,795
| New | +$45.6K |
|
262
Nucor
NUE
$33.8B
| $45.2K | 0.04% |
+955
| New | +$45.2K |
|
263
Prologis
PLD
$106B
| $44.4K | 0.04% |
+1,005
| New | +$44.4K |
|
|
COHR
264
DELISTED
Coherent Inc
COHR
| $43.9K | 0.04% |
+478
| New | +$43.9K |
|
265
First Solar
FSLR
$22B
| $43.9K | 0.04% |
+641
| New | +$43.9K |
|
266
Accenture
ACN
$158B
| $43.7K | 0.04% |
+379
| New | +$43.7K |
|
267
Groupon
GRPN
$918M
| $43.7K | 0.04% |
+548
| New | +$43.7K |
|
268
Chemed
CHE
$6.72B
| $43.3K | 0.04% |
+320
| New | +$43.3K |
|
269
Children's Place
PLCE
$117M
| $42.8K | 0.04% |
+513
| New | +$42.8K |
|
270
Haemonetics
HAE
$2.63B
| $42.6K | 0.04% |
+1,219
| New | +$42.6K |
|
271
Interactive Brokers
IBKR
$27.1B
| $42.3K | 0.04% |
+4,308
| New | +$42.3K |
|
272
Dycom Industries
DY
$7.13B
| $42.2K | 0.04% |
+653
| New | +$42.2K |
|
273
Dorman Products
DORM
$4.98B
| $42.1K | 0.04% |
+773
| New | +$42.1K |
|
274
FedEx
FDX
$53.4B
| $41.5K | 0.04% |
+255
| New | +$41.5K |
|
|
CATM
275
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $41.4K | 0.04% |
+1,150
| New | +$41.4K |
|