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
$203M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$698K
3
+$468K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$419K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$298K

Top Sells

1
+$3.25M
2
+$1.26M
3
+$229K
4
DUK icon
Duke Energy
DUK
+$153K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$143K

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
SPTM icon
326
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$25.2K 0.01%
480
STAG icon
327
STAG Industrial
STAG
$7.44B
$25.2K 0.01%
730
DLR icon
328
Digital Realty Trust
DLR
$61.8B
$24.9K 0.01%
206
-5
URI icon
329
United Rentals
URI
$53.1B
$24.9K 0.01%
56
+7
ADSK icon
330
Autodesk
ADSK
$56B
$24.8K 0.01%
120
+28
PFG icon
331
Principal Financial Group
PFG
$20.3B
$24.8K 0.01%
344
-169
MSI icon
332
Motorola Solutions
MSI
$77.4B
$24.5K 0.01%
90
+10
MRVL icon
333
Marvell Technology
MRVL
$66.1B
$24.4K 0.01%
450
MAA icon
334
Mid-America Apartment Communities
MAA
$15.7B
$24.2K 0.01%
188
-9
IYM icon
335
iShares US Basic Materials ETF
IYM
$1.41B
$24K 0.01%
190
JCI icon
336
Johnson Controls International
JCI
$84B
$23.9K 0.01%
450
+30
IYJ icon
337
iShares US Industrials ETF
IYJ
$2.32B
$23.9K 0.01%
237
ADM icon
338
Archer Daniels Midland
ADM
$32B
$23.8K 0.01%
316
+48
GILD icon
339
Gilead Sciences
GILD
$180B
$23.8K 0.01%
318
-50
A icon
340
Agilent Technologies
A
$33.4B
$23.8K 0.01%
213
+26
TRV icon
341
Travelers Companies
TRV
$66.3B
$23K 0.01%
141
+13
ALL icon
342
Allstate
ALL
$54.9B
$22.5K 0.01%
202
-20
CDNS icon
343
Cadence Design Systems
CDNS
$81.8B
$22.5K 0.01%
96
+26
SAN icon
344
Banco Santander
SAN
$163B
$22.3K 0.01%
5,930
UPGD icon
345
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$107M
$22.3K 0.01%
400
HCA icon
346
HCA Healthcare
HCA
$120B
$22.1K 0.01%
90
+23
CB icon
347
Chubb
CB
$130B
$22.1K 0.01%
106
+54
IBB icon
348
iShares Biotechnology ETF
IBB
$8.35B
$22K 0.01%
180
BUD icon
349
AB InBev
BUD
$144B
$22K 0.01%
398
BP icon
350
BP
BP
$101B
$21.6K 0.01%
559
12 13
14
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