SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+3.61%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
1,016
New
1,012
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Coastal Insurance
ACIC
|
$13.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.56M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$3.43M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.33M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$2.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.81% |
| 2 | Technology | 7.5% |
| 3 | Healthcare | 7.48% |
| 4 | Consumer Staples | 5.64% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Emergent Biosolutions
EBS
$404M
| $12.5K | 0.01% |
+345
| New | +$12.5K |
|
552
Group 1 Automotive
GPI
$6.26B
| $12.4K | 0.01% |
+212
| New | +$12.4K |
|
553
Masco
MAS
$15.9B
| $12.4K | 0.01% |
+395
| New | +$12.4K |
|
554
Hanmi Financial
HAFC
$751M
| $12.4K | 0.01% |
+561
| New | +$12.4K |
|
|
TBI
555
Trueblue
TBI
$175M
| $12.3K | 0.01% |
+471
| New | +$12.3K |
|
556
EnerSys
ENS
$3.89B
| $12.3K | 0.01% |
+221
| New | +$12.3K |
|
557
H.B. Fuller
FUL
$3.37B
| $12.2K | 0.01% |
+288
| New | +$12.2K |
|
558
Global Payments
GPN
$21.3B
| $12.1K | 0.01% |
+186
| New | +$12.1K |
|
559
RE/MAX Holdings
RMAX
$194M
| $12.1K | 0.01% |
+353
| New | +$12.1K |
|
560
Axos Financial
AX
$5.13B
| $12.1K | 0.01% |
+566
| New | +$12.1K |
|
561
Comfort Systems
FIX
$24.9B
| $12.1K | 0.01% |
+380
| New | +$12.1K |
|
562
United Fire Group
UFCS
$794M
| $12.1K | 0.01% |
+275
| New | +$12.1K |
|
563
Select Medical
SEM
$1.62B
| $11.9K | 0.01% |
+1,863
| New | +$11.9K |
|
564
Rogers Corp
ROG
$1.43B
| $11.9K | 0.01% |
+198
| New | +$11.9K |
|
565
Cheniere Energy
LNG
$51.8B
| $11.8K | 0.01% |
+350
| New | +$11.8K |
|
566
Insperity
NSP
$2.03B
| $11.8K | 0.01% |
+456
| New | +$11.8K |
|
567
lululemon athletica
LULU
$19.9B
| $11.8K | 0.01% |
+174
| New | +$11.8K |
|
568
Digital Realty Trust
DLR
$55.7B
| $11.8K | 0.01% |
+133
| New | +$11.8K |
|
569
Anika Therapeutics
ANIK
$129M
| $11.7K | 0.01% |
+262
| New | +$11.7K |
|
|
LHCG
570
DELISTED
LHC Group LLC
LHCG
| $11.7K | 0.01% |
+329
| New | +$11.7K |
|
571
Inogen
INGN
$219M
| $11.7K | 0.01% |
+259
| New | +$11.7K |
|
572
Mohawk Industries
MHK
$8.65B
| $11.6K | 0.01% |
+61
| New | +$11.6K |
|
573
Employers Holdings
EIG
$1B
| $11.6K | 0.01% |
+412
| New | +$11.6K |
|
|
ECHO
574
DELISTED
Echo Global Logistics, Inc.
ECHO
| $11.5K | 0.01% |
+423
| New | +$11.5K |
|
575
Workday
WDAY
$61.7B
| $11.4K | 0.01% |
+149
| New | +$11.4K |
|