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
PWR icon
551
Quanta Services
PWR
$82.2B
$6.17K ﹤0.01%
33
BMAY icon
552
Innovator US Equity Buffer ETF May
BMAY
$141M
$6.15K ﹤0.01%
198
LNC icon
553
Lincoln National
LNC
$6.68B
$6.12K ﹤0.01%
248
-77
AKAM icon
554
Akamai
AKAM
$14.6B
$6.07K ﹤0.01%
57
+14
UDR icon
555
UDR
UDR
$12.4B
$6.03K ﹤0.01%
169
+153
ULTA icon
556
Ulta Beauty
ULTA
$29B
$5.99K ﹤0.01%
15
+5
BNDX icon
557
Vanguard Total International Bond ETF
BNDX
$75.6B
$5.98K ﹤0.01%
125
+4
WDS icon
558
Woodside Energy
WDS
$41.6B
$5.94K ﹤0.01%
255
STE icon
559
Steris
STE
$23.4B
$5.92K ﹤0.01%
27
+6
RMD icon
560
ResMed
RMD
$37.2B
$5.92K ﹤0.01%
40
-3
STC icon
561
Stewart Information Services
STC
$2.09B
$5.91K ﹤0.01%
135
LSTR icon
562
Landstar System
LSTR
$5.43B
$5.84K ﹤0.01%
33
CAH icon
563
Cardinal Health
CAH
$50.8B
$5.82K ﹤0.01%
67
+22
NTAP icon
564
NetApp
NTAP
$20.2B
$5.77K ﹤0.01%
76
FMC icon
565
FMC
FMC
$1.79B
$5.76K ﹤0.01%
86
+49
COIN icon
566
Coinbase
COIN
$54.3B
$5.71K ﹤0.01%
76
WST icon
567
West Pharmaceutical
WST
$17.6B
$5.63K ﹤0.01%
15
+8
EWT icon
568
iShares MSCI Taiwan ETF
EWT
$8.03B
$5.57K ﹤0.01%
125
CSGP icon
569
CoStar Group
CSGP
$20.5B
$5.54K ﹤0.01%
72
+52
FNB icon
570
FNB Corp
FNB
$6.04B
$5.5K ﹤0.01%
510
RELL icon
571
Richardson Electronics
RELL
$173M
$5.46K ﹤0.01%
500
UBER icon
572
Uber
UBER
$155B
$5.43K ﹤0.01%
118
LUV icon
573
Southwest Airlines
LUV
$21.6B
$5.36K ﹤0.01%
198
+55
ORI icon
574
Old Republic International
ORI
$10.4B
$5.33K ﹤0.01%
198
WAB icon
575
Wabtec
WAB
$42.9B
$5.31K ﹤0.01%
50
+22
21 22
23
24 25