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
CTLT
526
DELISTED
CATALENT, INC.
CTLT
$6.46K ﹤0.01%
149
+34
KMI icon
527
Kinder Morgan
KMI
$73.2B
$6.44K ﹤0.01%
374
LSTR icon
528
Landstar System
LSTR
$5.08B
$6.35K ﹤0.01%
33
BMAY icon
529
Innovator US Equity Buffer ETF May
BMAY
$141M
$6.29K ﹤0.01%
198
CWH icon
530
Camping World
CWH
$380M
$6.14K ﹤0.01%
+204
GM icon
531
General Motors
GM
$67.4B
$6.09K ﹤0.01%
158
-111
AES icon
532
AES
AES
$10.1B
$6.05K ﹤0.01%
292
+79
BR icon
533
Broadridge
BR
$20.7B
$5.96K ﹤0.01%
36
ABR icon
534
Arbor Realty Trust
ABR
$1.49B
$5.93K ﹤0.01%
+400
TFLO icon
535
iShares Treasury Floating Rate Bond ETF
TFLO
$6.46B
$5.93K ﹤0.01%
+117
BNDX icon
536
Vanguard Total International Bond ETF
BNDX
$77B
$5.91K ﹤0.01%
121
WDS icon
537
Woodside Energy
WDS
$43.3B
$5.91K ﹤0.01%
+255
EWT icon
538
iShares MSCI Taiwan ETF
EWT
$8.02B
$5.88K ﹤0.01%
+125
LNT icon
539
Alliant Energy
LNT
$18.5B
$5.88K ﹤0.01%
112
LVS icon
540
Las Vegas Sands
LVS
$36.6B
$5.86K ﹤0.01%
101
FNB icon
541
FNB Corp
FNB
$5.7B
$5.83K ﹤0.01%
510
ES icon
542
Eversource Energy
ES
$27.5B
$5.82K ﹤0.01%
82
+40
NTAP icon
543
NetApp
NTAP
$19.9B
$5.81K ﹤0.01%
76
TKR icon
544
Timken Company
TKR
$6.94B
$5.77K ﹤0.01%
63
FTV icon
545
Fortive
FTV
$17B
$5.76K ﹤0.01%
102
MSCI icon
546
MSCI
MSCI
$41B
$5.63K ﹤0.01%
12
FRT icon
547
Federal Realty Investment Trust
FRT
$9.2B
$5.61K ﹤0.01%
58
+6
STC icon
548
Stewart Information Services
STC
$1.96B
$5.55K ﹤0.01%
135
COIN icon
549
Coinbase
COIN
$54.8B
$5.44K ﹤0.01%
76
+60
FTCS icon
550
First Trust Capital Strength ETF
FTCS
$7.93B
$5.41K ﹤0.01%
72