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 Buys

1
+$5.26M
2
+$670K
3
+$442K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$412K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$291K

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
FANG icon
301
Diamondback Energy
FANG
$40.3B
$28.8K 0.01%
186
+27
ING icon
302
ING
ING
$70.2B
$28.8K 0.01%
2,185
CCI icon
303
Crown Castle
CCI
$42.4B
$28.3K 0.01%
308
-87
ITW icon
304
Illinois Tool Works
ITW
$72.7B
$28.3K 0.01%
123
+15
PGR icon
305
Progressive
PGR
$132B
$28.1K 0.01%
202
-75
BAX icon
306
Baxter International
BAX
$11.9B
$28K 0.01%
743
+33
BHP icon
307
BHP
BHP
$141B
$28K 0.01%
492
AIG icon
308
American International
AIG
$42.9B
$27.9K 0.01%
461
+10
CTAS icon
309
Cintas
CTAS
$75.6B
$27.9K 0.01%
232
+28
GPC icon
310
Genuine Parts
GPC
$18.5B
$27.9K 0.01%
193
+28
PFF icon
311
iShares Preferred and Income Securities ETF
PFF
$14.6B
$27.8K 0.01%
922
PCAR icon
312
PACCAR
PCAR
$49.7B
$27.6K 0.01%
325
+28
WMB icon
313
Williams Companies
WMB
$76.3B
$27.6K 0.01%
819
+117
CCL icon
314
Carnival Corp
CCL
$37.2B
$27.5K 0.01%
2,005
SLF icon
315
Sun Life Financial
SLF
$33.9B
$26.9K 0.01%
552
DVN icon
316
Devon Energy
DVN
$20.1B
$26.8K 0.01%
562
-67
IDXX icon
317
Idexx Laboratories
IDXX
$50.8B
$26.7K 0.01%
61
+4
VV icon
318
Vanguard Large-Cap ETF
VV
$46B
$26.6K 0.01%
136
RCL icon
319
Royal Caribbean
RCL
$81.6B
$26.3K 0.01%
285
+25
MAR icon
320
Marriott International
MAR
$70.8B
$25.9K 0.01%
132
+19
PYPL icon
321
PayPal
PYPL
$64.4B
$25.9K 0.01%
443
+237
RF icon
322
Regions Financial
RF
$21B
$25.8K 0.01%
1,500
+49
AMP icon
323
Ameriprise Financial
AMP
$44.3B
$25.7K 0.01%
78
+6
WFC icon
324
Wells Fargo
WFC
$262B
$25.6K 0.01%
627
-52
ORLY icon
325
O'Reilly Automotive
ORLY
$86.2B
$25.4K 0.01%
420
+120
11 12
13
14 15