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 +$298K
2 +$242K
3 +$204K
4
ADP icon
Automatic Data Processing
ADP
+$202K
5
VLY icon
Valley National Bancorp
VLY
+$194K

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
IXJ icon
601
iShares Global Healthcare ETF
IXJ
$4.71B
$3.91K ﹤0.01%
+46
BOTZ icon
602
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$3.88K ﹤0.01%
+135
CSIQ icon
603
Canadian Solar
CSIQ
$1.28B
$3.87K ﹤0.01%
100
AKAM icon
604
Akamai
AKAM
$14B
$3.86K ﹤0.01%
43
FMC icon
605
FMC
FMC
$1.95B
$3.86K ﹤0.01%
37
ALLY icon
606
Ally Financial
ALLY
$13B
$3.81K ﹤0.01%
141
IWN icon
607
iShares Russell 2000 Value ETF
IWN
$12.6B
$3.8K ﹤0.01%
27
MARA icon
608
Marathon Digital Holdings
MARA
$3.63B
$3.78K ﹤0.01%
273
BSV icon
609
Vanguard Short-Term Bond ETF
BSV
$42.5B
$3.78K ﹤0.01%
50
SRC
610
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$3.74K ﹤0.01%
95
MLM icon
611
Martin Marietta Materials
MLM
$39.1B
$3.69K ﹤0.01%
8
BLV icon
612
Vanguard Long-Term Bond ETF
BLV
$5.9B
$3.67K ﹤0.01%
49
NNN icon
613
NNN REIT
NNN
$7.78B
$3.64K ﹤0.01%
85
L icon
614
Loews
L
$21.5B
$3.62K ﹤0.01%
61
CAG icon
615
Conagra Brands
CAG
$8.69B
$3.51K ﹤0.01%
104
-5
NDAQ icon
616
Nasdaq
NDAQ
$55.4B
$3.49K ﹤0.01%
70
SNY icon
617
Sanofi
SNY
$113B
$3.45K ﹤0.01%
64
PKG icon
618
Packaging Corp of America
PKG
$20.1B
$3.44K ﹤0.01%
26
-603
MTCH icon
619
Match Group
MTCH
$7.24B
$3.43K ﹤0.01%
82
+6
LULU icon
620
lululemon athletica
LULU
$20.4B
$3.41K ﹤0.01%
9
MKTX icon
621
MarketAxess Holdings
MKTX
$6.28B
$3.4K ﹤0.01%
13
FBIN icon
622
Fortune Brands Innovations
FBIN
$6.46B
$3.38K ﹤0.01%
47
ZIMV
623
DELISTED
ZimVie
ZIMV
$3.38K ﹤0.01%
301
BBWI icon
624
Bath & Body Works
BBWI
$4.41B
$3.34K ﹤0.01%
89
ALSN icon
625
Allison Transmission
ALSN
$9.12B
$3.27K ﹤0.01%
58