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 +$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
HESM icon
451
Hess Midstream
HESM
$4.61B
$10.4K 0.01%
338
+7
DGRO icon
452
iShares Core Dividend Growth ETF
DGRO
$37.2B
$10.3K 0.01%
200
WBD icon
453
Warner Bros
WBD
$68.4B
$10.2K ﹤0.01%
812
-118
BSJP
454
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$10.1K ﹤0.01%
449
GPN icon
455
Global Payments
GPN
$19.9B
$10K ﹤0.01%
102
HPE icon
456
Hewlett Packard
HPE
$29B
$10K ﹤0.01%
598
CB icon
457
Chubb
CB
$121B
$10K ﹤0.01%
52
NEM icon
458
Newmont
NEM
$130B
$9.9K ﹤0.01%
232
-170
SCHZ icon
459
Schwab US Aggregate Bond ETF
SCHZ
$9.71B
$9.88K ﹤0.01%
428
-6
TSN icon
460
Tyson Foods
TSN
$23.1B
$9.85K ﹤0.01%
193
+65
KEY icon
461
KeyCorp
KEY
$23.8B
$9.83K ﹤0.01%
1,064
+462
IT icon
462
Gartner
IT
$15.3B
$9.81K ﹤0.01%
28
BXP icon
463
Boston Properties
BXP
$10.3B
$9.79K ﹤0.01%
170
-9
RVTY icon
464
Revvity
RVTY
$12.1B
$9.74K ﹤0.01%
82
-1
KLAC icon
465
KLA
KLAC
$198B
$9.7K ﹤0.01%
20
-5
UNM icon
466
Unum
UNM
$12.6B
$9.68K ﹤0.01%
203
NNI icon
467
Nelnet
NNI
$4.68B
$9.65K ﹤0.01%
100
OKE icon
468
Oneok
OKE
$49.2B
$9.63K ﹤0.01%
156
WAT icon
469
Waters Corp
WAT
$22.1B
$9.6K ﹤0.01%
36
+7
COO icon
470
Cooper Companies
COO
$15.8B
$9.59K ﹤0.01%
100
RMD icon
471
ResMed
RMD
$36.8B
$9.4K ﹤0.01%
43
STT icon
472
State Street
STT
$36.6B
$9.37K ﹤0.01%
128
-14
GLW icon
473
Corning
GLW
$91.2B
$9.22K ﹤0.01%
263
-60
EA icon
474
Electronic Arts
EA
$50.9B
$9.21K ﹤0.01%
71
BPOP icon
475
Popular Inc
BPOP
$8.71B
$9.08K ﹤0.01%
150
-106