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 +$290K
2 +$241K
3 +$199K
4
ADP icon
Automatic Data Processing
ADP
+$198K
5
LECO icon
Lincoln Electric
LECO
+$179K

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
$34.4B
$20.3K 0.01%
268
D icon
352
Dominion Energy
D
$54.7B
$20.3K 0.01%
391
-42
LDOS icon
353
Leidos
LDOS
$21.3B
$20.2K 0.01%
228
ETN icon
354
Eaton
ETN
$141B
$19.9K 0.01%
99
BP icon
355
BP
BP
$114B
$19.7K 0.01%
+559
OXY icon
356
Occidental Petroleum
OXY
$57.4B
$19.4K 0.01%
330
-21
SRE icon
357
Sempra
SRE
$62.2B
$19.2K 0.01%
264
ORLY icon
358
O'Reilly Automotive
ORLY
$73.7B
$19.1K 0.01%
300
ADSK icon
359
Autodesk
ADSK
$53.1B
$18.8K 0.01%
92
MRNA icon
360
Moderna
MRNA
$20.7B
$18.6K 0.01%
153
+88
SHAK icon
361
Shake Shack
SHAK
$3.58B
$18.2K 0.01%
234
VOT icon
362
Vanguard Mid-Cap Growth ETF
VOT
$17.2B
$18.1K 0.01%
88
-1
PHM icon
363
Pultegroup
PHM
$23.1B
$17.5K 0.01%
225
FSLR icon
364
First Solar
FSLR
$21.5B
$17.3K 0.01%
91
TER icon
365
Teradyne
TER
$47.3B
$17.3K 0.01%
155
XEL icon
366
Xcel Energy
XEL
$50.2B
$17.1K 0.01%
275
-7
SPMD icon
367
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$17.1K 0.01%
372
IDU icon
368
iShares US Utilities ETF
IDU
$1.48B
$17K 0.01%
208
DHI icon
369
D.R. Horton
DHI
$40.6B
$16.9K 0.01%
139
OMC icon
370
Omnicom Group
OMC
$23.9B
$16.7K 0.01%
176
SPG icon
371
Simon Property Group
SPG
$61.9B
$16.7K 0.01%
145
HSY icon
372
Hershey
HSY
$43.9B
$16.7K 0.01%
67
VRSN icon
373
VeriSign
VRSN
$21.9B
$16.7K 0.01%
74
-4
CDNS icon
374
Cadence Design Systems
CDNS
$80.9B
$16.4K 0.01%
70
XYZ
375
Block Inc
XYZ
$35.7B
$16.4K 0.01%
246
+146