SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
SNPS icon
301
Synopsys
SNPS
$97.8B
$28.3K 0.01%
65
BDX icon
302
Becton Dickinson
BDX
$57.5B
$28.2K 0.01%
107
-1
GPC icon
303
Genuine Parts
GPC
$19.5B
$27.9K 0.01%
165
-1
VRTX icon
304
Vertex Pharmaceuticals
VRTX
$121B
$27.8K 0.01%
79
DAL icon
305
Delta Air Lines
DAL
$43.4B
$27.6K 0.01%
580
VV icon
306
Vanguard Large-Cap ETF
VV
$48B
$27.6K 0.01%
136
ADI icon
307
Analog Devices
ADI
$156B
$27.5K 0.01%
141
CME icon
308
CME Group
CME
$103B
$27.2K 0.01%
147
-40
ITW icon
309
Illinois Tool Works
ITW
$76.3B
$27K 0.01%
108
RCL icon
310
Royal Caribbean
RCL
$94.4B
$27K 0.01%
260
+17
MRVL icon
311
Marvell Technology
MRVL
$69B
$26.9K 0.01%
+450
DFS
312
DELISTED
Discover Financial Services
DFS
$26.6K 0.01%
228
STAG icon
313
STAG Industrial
STAG
$6.84B
$26.2K 0.01%
730
SPTM icon
314
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$26.1K 0.01%
480
AIG icon
315
American International
AIG
$39.6B
$26K 0.01%
451
RF icon
316
Regions Financial
RF
$24.2B
$25.9K 0.01%
1,451
-4
CTAS icon
317
Cintas
CTAS
$75.6B
$25.4K 0.01%
204
IYM icon
318
iShares US Basic Materials ETF
IYM
$1.09B
$25.3K 0.01%
190
IYJ icon
319
iShares US Industrials ETF
IYJ
$1.79B
$25.1K 0.01%
237
IBDQ
320
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$25K 0.01%
+1,024
PCAR icon
321
PACCAR
PCAR
$64.7B
$24.8K 0.01%
297
REGN icon
322
Regeneron Pharmaceuticals
REGN
$78.9B
$24.4K 0.01%
34
SHW icon
323
Sherwin-Williams
SHW
$86.7B
$24.4K 0.01%
92
BKNG icon
324
Booking.com
BKNG
$164B
$24.3K 0.01%
9
ALL icon
325
Allstate
ALL
$51.6B
$24.2K 0.01%
222