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 Buys

1
+$820K
2
+$708K
3
+$641K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$444K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$419K

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
DXCM icon
326
DexCom
DXCM
$28.6B
$24.2K 0.01%
188
+85
DLR icon
327
Digital Realty Trust
DLR
$56.1B
$24K 0.01%
211
+97
HPQ icon
328
HP
HPQ
$17.8B
$23.9K 0.01%
779
AMP icon
329
Ameriprise Financial
AMP
$46.4B
$23.9K 0.01%
72
MSI icon
330
Motorola Solutions
MSI
$67.5B
$23.5K 0.01%
80
+7
VLO icon
331
Valero Energy
VLO
$56.1B
$23.5K 0.01%
200
-265
ENPH icon
332
Enphase Energy
ENPH
$5.01B
$23.4K 0.01%
140
-6
UPGD icon
333
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$108M
$23.3K 0.01%
400
WMB icon
334
Williams Companies
WMB
$82.1B
$22.9K 0.01%
702
IBB icon
335
iShares Biotechnology ETF
IBB
$8.63B
$22.9K 0.01%
180
BUD icon
336
AB InBev
BUD
$139B
$22.6K 0.01%
+398
A icon
337
Agilent Technologies
A
$38B
$22.5K 0.01%
187
-5
VMC icon
338
Vulcan Materials
VMC
$39.6B
$22.3K 0.01%
99
-1
TRV icon
339
Travelers Companies
TRV
$61.3B
$22.2K 0.01%
128
-4
SAN icon
340
Banco Santander
SAN
$188B
$22K 0.01%
+5,930
URI icon
341
United Rentals
URI
$57.5B
$21.8K 0.01%
49
+3
EUFN icon
342
iShares MSCI Europe Financials ETF
EUFN
$4.91B
$21.7K 0.01%
+1,132
XLF icon
343
State Street Financial Select Sector SPDR ETF
XLF
$55.2B
$21.5K 0.01%
639
-470
APD icon
344
Air Products & Chemicals
APD
$57B
$21.3K 0.01%
71
HAL icon
345
Halliburton
HAL
$28.1B
$21K 0.01%
638
+145
FANG icon
346
Diamondback Energy
FANG
$46.7B
$20.9K 0.01%
159
MAR icon
347
Marriott International
MAR
$83.7B
$20.8K 0.01%
113
EQIX icon
348
Equinix
EQIX
$80.1B
$20.4K 0.01%
26
HCA icon
349
HCA Healthcare
HCA
$112B
$20.3K 0.01%
67
BBVA icon
350
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$20.3K 0.01%
+2,639
12 13
14
15 16