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
DD icon
426
DuPont de Nemours
DD
$19.1B
$13.3K 0.01%
425
+69
SU icon
427
Suncor Energy
SU
$68.6B
$13.1K 0.01%
381
EPD icon
428
Enterprise Products Partners
EPD
$80.7B
$13K 0.01%
475
+8
DAL icon
429
Delta Air Lines
DAL
$40B
$12.9K 0.01%
350
-230
NUE icon
430
Nucor
NUE
$39.4B
$12.8K 0.01%
82
+12
ACIC icon
431
American Coastal Insurance
ACIC
$567M
$12.7K 0.01%
1,732
-5
CHD icon
432
Church & Dwight Co
CHD
$23.6B
$12.7K 0.01%
139
+21
DFS
433
DELISTED
Discover Financial Services
DFS
$12.6K 0.01%
146
-82
IVE icon
434
iShares S&P 500 Value ETF
IVE
$49.7B
$12.6K 0.01%
82
GRMN icon
435
Garmin
GRMN
$46.2B
$12.5K 0.01%
119
+12
IBDS icon
436
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$12.4K 0.01%
+536
STLD icon
437
Steel Dynamics
STLD
$27.7B
$12.2K 0.01%
114
+39
YUM icon
438
Yum! Brands
YUM
$43.8B
$12.1K 0.01%
97
+18
EIX icon
439
Edison International
EIX
$27.4B
$12.1K 0.01%
191
+16
J icon
440
Jacobs Solutions
J
$16B
$12K 0.01%
106
+37
EBAY icon
441
eBay
EBAY
$41.7B
$12K 0.01%
272
+118
OKE icon
442
Oneok
OKE
$53.9B
$12K 0.01%
189
+33
COO icon
443
Cooper Companies
COO
$15.7B
$11.8K 0.01%
148
+48
PLTR icon
444
Palantir
PLTR
$365B
$11.6K 0.01%
725
CTRA icon
445
Coterra Energy
CTRA
$23.6B
$11.5K 0.01%
424
CP icon
446
Canadian Pacific Kansas City
CP
$76.5B
$11.3K 0.01%
152
-23
AMKR icon
447
Amkor Technology
AMKR
$11B
$11.3K 0.01%
500
WAT icon
448
Waters Corp
WAT
$31B
$11.2K 0.01%
41
+5
ZION icon
449
Zions Bancorporation
ZION
$8.5B
$11.2K 0.01%
320
+36
IT icon
450
Gartner
IT
$12B
$11K 0.01%
32
+4
16 17
18
19 20