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
INGR icon
551
Ingredion
INGR
$7.06B
$5.4K ﹤0.01%
51
PXD
552
DELISTED
Pioneer Natural Resource Co.
PXD
$5.39K ﹤0.01%
26
GNRC icon
553
Generac Holdings
GNRC
$11.9B
$5.37K ﹤0.01%
36
-26
IPG
554
DELISTED
Interpublic Group of Companies
IPG
$5.25K ﹤0.01%
136
PLUG icon
555
Plug Power
PLUG
$3.21B
$5.2K ﹤0.01%
500
LUV icon
556
Southwest Airlines
LUV
$20.1B
$5.18K ﹤0.01%
143
-99
ROST icon
557
Ross Stores
ROST
$68.1B
$5.16K ﹤0.01%
46
FE icon
558
FirstEnergy
FE
$29.5B
$5.13K ﹤0.01%
132
ENB icon
559
Enbridge
ENB
$118B
$5.13K ﹤0.01%
138
APP icon
560
Applovin
APP
$152B
$5.12K ﹤0.01%
199
IWO icon
561
iShares Russell 2000 Growth ETF
IWO
$12.4B
$5.1K ﹤0.01%
21
UBER icon
562
Uber
UBER
$159B
$5.09K ﹤0.01%
118
-145
NCLH icon
563
Norwegian Cruise Line
NCLH
$9.26B
$5.07K ﹤0.01%
233
-327
BJAN icon
564
Innovator US Equity Buffer ETF January
BJAN
$363M
$5.05K ﹤0.01%
134
PPG icon
565
PPG Industries
PPG
$22.9B
$5.04K ﹤0.01%
34
HWM icon
566
Howmet Aerospace
HWM
$97.8B
$5.01K ﹤0.01%
101
IP icon
567
International Paper
IP
$19.4B
$4.99K ﹤0.01%
157
+59
ORI icon
568
Old Republic International
ORI
$9.74B
$4.98K ﹤0.01%
198
EVRG icon
569
Evergy
EVRG
$19B
$4.97K ﹤0.01%
85
CDW icon
570
CDW
CDW
$15.2B
$4.96K ﹤0.01%
27
LW icon
571
Lamb Weston
LW
$5.73B
$4.94K ﹤0.01%
43
CPT icon
572
Camden Property Trust
CPT
$10.5B
$4.9K ﹤0.01%
45
+6
AJG icon
573
Arthur J. Gallagher & Co
AJG
$53.6B
$4.83K ﹤0.01%
22
MOS icon
574
The Mosaic Company
MOS
$9.06B
$4.83K ﹤0.01%
138
-19
SPEM icon
575
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$4.78K ﹤0.01%
139
21 22
23
24 25