SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+3.61%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
1,016
New
1,012
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Coastal Insurance
ACIC
|
$13.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.56M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$3.43M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.33M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$2.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.81% |
| 2 | Technology | 7.5% |
| 3 | Healthcare | 7.48% |
| 4 | Consumer Staples | 5.64% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
EchoStar
SATS
$19.3B
| $18.7K | 0.02% |
+522
| New | +$18.7K |
|
452
WD-40
WDFC
$2.95B
| $18.7K | 0.02% |
+173
| New | +$18.7K |
|
453
Spirit AeroSystems
SPR
$4.8B
| $18.5K | 0.02% |
+407
| New | +$18.5K |
|
454
American Electric Power
AEP
$57.8B
| $18.5K | 0.02% |
+278
| New | +$18.5K |
|
455
Edwards Lifesciences
EW
$47.5B
| $18.4K | 0.02% |
+627
| New | +$18.4K |
|
456
Clearwater Paper
CLW
$354M
| $18.4K | 0.02% |
+380
| New | +$18.4K |
|
457
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $18.3K | 0.02% |
+720
| New | +$18.3K |
|
458
CONMED
CNMD
$1.7B
| $18.3K | 0.02% |
+437
| New | +$18.3K |
|
459
Oxford Industries
OXM
$629M
| $18.3K | 0.02% |
+272
| New | +$18.3K |
|
460
AMERISAFE
AMSF
$871M
| $18.2K | 0.02% |
+347
| New | +$18.2K |
|
461
Vornado Realty Trust
VNO
$7.93B
| $18.2K | 0.02% |
+239
| New | +$18.2K |
|
462
Simpson Manufacturing
SSD
$8.15B
| $18.2K | 0.02% |
+477
| New | +$18.2K |
|
463
Green Dot
GDOT
$760M
| $18.2K | 0.02% |
+792
| New | +$18.2K |
|
464
Automatic Data Processing
ADP
$120B
| $18.1K | 0.02% |
+202
| New | +$18.1K |
|
465
Astec Industries
ASTE
$1.08B
| $18.1K | 0.02% |
+388
| New | +$18.1K |
|
466
Watts Water Technologies
WTS
$9.35B
| $18.1K | 0.02% |
+328
| New | +$18.1K |
|
467
Gentherm
THRM
$1.1B
| $18K | 0.02% |
+433
| New | +$18K |
|
468
The Greenbrier Companies
GBX
$1.46B
| $18K | 0.02% |
+651
| New | +$18K |
|
469
Repligen
RGEN
$7.01B
| $18K | 0.02% |
+670
| New | +$18K |
|
470
FirstCash
FCFS
$6.53B
| $18K | 0.02% |
+390
| New | +$18K |
|
471
Adeia
ADEA
$1.69B
| $17.9K | 0.02% |
+2,177
| New | +$17.9K |
|
472
TotalEnergies
TTE
$133B
| $17.9K | 0.02% |
+393
| New | +$17.9K |
|
473
iShares US Utilities ETF
IDU
$1.63B
| $17.8K | 0.02% |
+288
| New | +$17.8K |
|
474
Hewlett Packard
HPE
$31B
| $17.4K | 0.02% |
+1,686
| New | +$17.4K |
|
|
GRA
475
DELISTED
W.R. Grace & Co.
GRA
| $17.2K | 0.02% |
+242
| New | +$17.2K |
|