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 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
EMR icon
276
Emerson Electric
EMR
$73.4B
$33.6K 0.02%
372
-1
TSM icon
277
TSMC
TSM
$1.54T
$33.5K 0.02%
+332
MMC icon
278
Marsh & McLennan
MMC
$93B
$33.5K 0.02%
178
CTVA icon
279
Corteva
CTVA
$42.1B
$33.2K 0.02%
579
ETR icon
280
Entergy
ETR
$43.2B
$32.7K 0.02%
672
MPC icon
281
Marathon Petroleum
MPC
$56.6B
$32.6K 0.02%
280
+7
MCHP icon
282
Microchip Technology
MCHP
$36.2B
$32.4K 0.02%
362
BAX icon
283
Baxter International
BAX
$11.9B
$32.3K 0.02%
710
C icon
284
Citigroup
C
$178B
$31.8K 0.02%
690
-39
CPB icon
285
Campbell Soup
CPB
$9.23B
$31.6K 0.02%
692
IR icon
286
Ingersoll Rand
IR
$31.2B
$30.9K 0.02%
473
+144
ECL icon
287
Ecolab
ECL
$79.5B
$30.8K 0.01%
165
DVN icon
288
Devon Energy
DVN
$20.3B
$30.4K 0.01%
629
+182
MAA icon
289
Mid-America Apartment Communities
MAA
$15.6B
$29.9K 0.01%
197
+2
BSX icon
290
Boston Scientific
BSX
$149B
$29.6K 0.01%
548
WEC icon
291
WEC Energy
WEC
$37.8B
$29.5K 0.01%
334
ING icon
292
ING
ING
$70.1B
$29.4K 0.01%
+2,185
BHP icon
293
BHP
BHP
$144B
$29.4K 0.01%
+492
RIO icon
294
Rio Tinto
RIO
$113B
$29K 0.01%
+454
WFC icon
295
Wells Fargo
WFC
$271B
$29K 0.01%
679
-93
SLF icon
296
Sun Life Financial
SLF
$34.3B
$28.8K 0.01%
552
IDXX icon
297
Idexx Laboratories
IDXX
$51.5B
$28.6K 0.01%
57
+18
JCI icon
298
Johnson Controls International
JCI
$72.4B
$28.6K 0.01%
420
+266
PFF icon
299
iShares Preferred and Income Securities ETF
PFF
$14.7B
$28.5K 0.01%
922
+511
GILD icon
300
Gilead Sciences
GILD
$153B
$28.4K 0.01%
368
-8