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 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
SNPS icon
276
Synopsys
SNPS
$83.1B
$34K 0.02%
74
+9
CTVA icon
277
Corteva
CTVA
$41.7B
$33.9K 0.02%
663
+84
T icon
278
AT&T
T
$188B
$33.6K 0.02%
2,239
-1,694
BSX icon
279
Boston Scientific
BSX
$147B
$33.3K 0.02%
630
+82
LIT icon
280
Global X Lithium & Battery Tech ETF
LIT
$1.3B
$33.1K 0.02%
600
BDX icon
281
Becton Dickinson
BDX
$54.2B
$33.1K 0.02%
128
+21
ELV icon
282
Elevance Health
ELV
$78.5B
$33.1K 0.02%
76
-16
VRTX icon
283
Vertex Pharmaceuticals
VRTX
$107B
$32.7K 0.02%
94
+15
MCHP icon
284
Microchip Technology
MCHP
$35.2B
$32.5K 0.02%
416
+54
C icon
285
Citigroup
C
$174B
$32.2K 0.02%
782
+92
EXR icon
286
Extra Space Storage
EXR
$32.2B
$31.9K 0.02%
262
+31
MCK icon
287
McKesson
MCK
$97.8B
$31.7K 0.02%
73
-7
SJM icon
288
J.M. Smucker
SJM
$11.2B
$31.7K 0.02%
258
CPB icon
289
Campbell Soup
CPB
$9.19B
$31.5K 0.02%
766
+74
ADI icon
290
Analog Devices
ADI
$119B
$31.2K 0.02%
178
+37
HAL icon
291
Halliburton
HAL
$19B
$31.1K 0.02%
767
+129
AEP icon
292
American Electric Power
AEP
$62.9B
$30.2K 0.01%
402
-55
STM icon
293
STMicroelectronics
STM
$26.1B
$30.2K 0.01%
700
IR icon
294
Ingersoll Rand
IR
$30.7B
$30.1K 0.01%
472
-1
WPC icon
295
W.P. Carey
WPC
$15B
$29.8K 0.01%
563
+33
VLO icon
296
Valero Energy
VLO
$49B
$29.8K 0.01%
210
+10
WEC icon
297
WEC Energy
WEC
$37.6B
$29.2K 0.01%
363
+29
ECL icon
298
Ecolab
ECL
$78.5B
$29.1K 0.01%
172
+7
RIO icon
299
Rio Tinto
RIO
$111B
$28.9K 0.01%
454
TSM icon
300
TSMC
TSM
$1.53T
$28.9K 0.01%
332