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
ADM icon
351
Archer Daniels Midland
ADM
$32.4B
$20.3K 0.01%
268
D icon
352
Dominion Energy
D
$51.8B
$20.3K 0.01%
391
-42
LDOS icon
353
Leidos
LDOS
$24B
$20.2K 0.01%
228
ETN icon
354
Eaton
ETN
$138B
$19.9K 0.01%
99
BP icon
355
BP
BP
$97.6B
$19.7K 0.01%
+559
OXY icon
356
Occidental Petroleum
OXY
$44.7B
$19.4K 0.01%
330
-21
SRE icon
357
Sempra
SRE
$56.6B
$19.2K 0.01%
264
ORLY icon
358
O'Reilly Automotive
ORLY
$83.4B
$19.1K 0.01%
300
ADSK icon
359
Autodesk
ADSK
$54.2B
$18.8K 0.01%
92
MRNA icon
360
Moderna
MRNA
$18.3B
$18.6K 0.01%
153
+88
SHAK icon
361
Shake Shack
SHAK
$3.54B
$18.2K 0.01%
234
VOT icon
362
Vanguard Mid-Cap Growth ETF
VOT
$18B
$18.1K 0.01%
88
-1
PHM icon
363
Pultegroup
PHM
$24B
$17.5K 0.01%
225
FSLR icon
364
First Solar
FSLR
$26.8B
$17.3K 0.01%
91
TER icon
365
Teradyne
TER
$39.4B
$17.3K 0.01%
155
XEL icon
366
Xcel Energy
XEL
$45B
$17.1K 0.01%
275
-7
SPMD icon
367
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$17.1K 0.01%
372
IDU icon
368
iShares US Utilities ETF
IDU
$1.5B
$17K 0.01%
208
DHI icon
369
D.R. Horton
DHI
$43.5B
$16.9K 0.01%
139
OMC icon
370
Omnicom Group
OMC
$24.1B
$16.7K 0.01%
176
SPG icon
371
Simon Property Group
SPG
$60B
$16.7K 0.01%
145
HSY icon
372
Hershey
HSY
$38.9B
$16.7K 0.01%
67
VRSN icon
373
VeriSign
VRSN
$23.5B
$16.7K 0.01%
74
-4
CDNS icon
374
Cadence Design Systems
CDNS
$82.4B
$16.4K 0.01%
70
XYZ
375
Block Inc
XYZ
$37.8B
$16.4K 0.01%
246
+146
13 14
15
16 17