SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
-3.4%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$203M
AUM Growth
-$3.04M
(-1.5%)
Cap. Flow
+$5.05M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
44.92%
Holding
893
New
38
Increased
361
Reduced
136
Closed
28
Top Buys
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.15M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.2M |
| 3 |
Verizon
VZ
|
$219K |
| 4 |
Duke Energy
DUK
|
$147K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$135K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Quanta Services
PWR
$55.5B
| $6.17K | ﹤0.01% |
33
| – | – |
|
552
Innovator US Equity Buffer ETF May
BMAY
$154M
| $6.15K | ﹤0.01% |
198
| – | – |
|
553
Lincoln National
LNC
$7.98B
| $6.12K | ﹤0.01% |
248
-77
| -24% | -$1.9K |
|
554
Akamai
AKAM
$11.3B
| $6.07K | ﹤0.01% |
57
+14
| +33% | +$1.49K |
|
555
UDR
UDR
$13B
| $6.03K | ﹤0.01% |
169
+153
| +956% | +$5.46K |
|
556
Ulta Beauty
ULTA
$23.1B
| $5.99K | ﹤0.01% |
15
+5
| +50% | +$2K |
|
557
Vanguard Total International Bond ETF
BNDX
$68.4B
| $5.98K | ﹤0.01% |
125
+4
| +3% | +$191 |
|
558
Woodside Energy
WDS
$31.6B
| $5.94K | ﹤0.01% |
255
| – | – |
|
559
Steris
STE
$24.2B
| $5.92K | ﹤0.01% |
27
+6
| +29% | +$1.32K |
|
560
ResMed
RMD
$40.6B
| $5.92K | ﹤0.01% |
40
-3
| -7% | -$444 |
|
561
Stewart Information Services
STC
$2.06B
| $5.91K | ﹤0.01% |
135
| – | – |
|
562
Landstar System
LSTR
$4.58B
| $5.84K | ﹤0.01% |
33
| – | – |
|
563
Cardinal Health
CAH
$35.7B
| $5.82K | ﹤0.01% |
67
+22
| +49% | +$1.91K |
|
564
NetApp
NTAP
$23.7B
| $5.77K | ﹤0.01% |
76
| – | – |
|
565
FMC
FMC
$4.72B
| $5.76K | ﹤0.01% |
86
+49
| +132% | +$3.28K |
|
566
Coinbase
COIN
$76.8B
| $5.71K | ﹤0.01% |
76
| – | – |
|
567
West Pharmaceutical
WST
$18B
| $5.63K | ﹤0.01% |
15
+8
| +114% | +$3K |
|
568
iShares MSCI Taiwan ETF
EWT
$6.25B
| $5.57K | ﹤0.01% |
125
| – | – |
|
569
CoStar Group
CSGP
$37.9B
| $5.54K | ﹤0.01% |
72
+52
| +260% | +$4K |
|
570
FNB Corp
FNB
$5.92B
| $5.5K | ﹤0.01% |
510
| – | – |
|
571
Richardson Electronics
RELL
$141M
| $5.47K | ﹤0.01% |
500
| – | – |
|
572
Uber
UBER
$190B
| $5.43K | ﹤0.01% |
118
| – | – |
|
573
Southwest Airlines
LUV
$16.5B
| $5.36K | ﹤0.01% |
198
+55
| +38% | +$1.49K |
|
574
Old Republic International
ORI
$10.1B
| $5.33K | ﹤0.01% |
198
| – | – |
|
575
Wabtec
WAB
$33B
| $5.31K | ﹤0.01% |
50
+22
| +79% | +$2.34K |
|