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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
+$737K
2
+$702K
3
+$607K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$440K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$421K

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
IWY icon
476
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$9.04K ﹤0.01%
57
RSG icon
477
Republic Services
RSG
$63.8B
$9.04K ﹤0.01%
59
TDG icon
478
TransDigm Group
TDG
$73.7B
$8.94K ﹤0.01%
10
CBRE icon
479
CBRE Group
CBRE
$38.3B
$8.88K ﹤0.01%
110
MNST icon
480
Monster Beverage
MNST
$89.6B
$8.85K ﹤0.01%
154
TFX icon
481
Teleflex
TFX
$5.53B
$8.71K ﹤0.01%
36
CHRW icon
482
C.H. Robinson
CHRW
$21.8B
$8.68K ﹤0.01%
92
NRG icon
483
NRG Energy
NRG
$27.9B
$8.64K ﹤0.01%
231
-60
HLT icon
484
Hilton Worldwide
HLT
$79.5B
$8.59K ﹤0.01%
59
K
485
DELISTED
Kellanova
K
$8.56K ﹤0.01%
135
-14
JNPR
486
DELISTED
Juniper Networks
JNPR
$8.52K ﹤0.01%
272
+40
DAY
487
DELISTED
Dayforce
DAY
$8.51K ﹤0.01%
127
+43
LNC icon
488
Lincoln National
LNC
$7.15B
$8.37K ﹤0.01%
325
+17
CNC icon
489
Centene
CNC
$29.9B
$8.36K ﹤0.01%
124
RELL icon
490
Richardson Electronics
RELL
$254M
$8.25K ﹤0.01%
+500
EXPD icon
491
Expeditors International
EXPD
$21B
$8.24K ﹤0.01%
68
+45
STLD icon
492
Steel Dynamics
STLD
$39B
$8.17K ﹤0.01%
75
VTRS icon
493
Viatris
VTRS
$18.3B
$8.08K ﹤0.01%
810
-93
CAPL icon
494
CrossAmerica Partners
CAPL
$819M
$8.06K ﹤0.01%
409
AVB icon
495
AvalonBay Communities
AVB
$25.5B
$7.95K ﹤0.01%
42
BKF icon
496
iShares MSCI BIC ETF
BKF
$78.9M
$7.9K ﹤0.01%
231
KEYS icon
497
Keysight
KEYS
$59.9B
$7.87K ﹤0.01%
47
LYB icon
498
LyondellBasell Industries
LYB
$20B
$7.81K ﹤0.01%
85
ACIC icon
499
American Coastal Insurance
ACIC
$508M
$7.75K ﹤0.01%
1,737
-5
ETSY icon
500
Etsy
ETSY
$6.91B
$7.7K ﹤0.01%
91
-24
18 19
20
21 22