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
ALLY icon
626
Ally Financial
ALLY
$12.3B
$3.76K ﹤0.01%
141
BSV icon
627
Vanguard Short-Term Bond ETF
BSV
$43.3B
$3.76K ﹤0.01%
50
CAG icon
628
Conagra Brands
CAG
$8.9B
$3.76K ﹤0.01%
137
+33
NWL icon
629
Newell Brands
NWL
$1.8B
$3.75K ﹤0.01%
415
+43
LBRT icon
630
Liberty Energy
LBRT
$4.51B
$3.7K ﹤0.01%
200
IWN icon
631
iShares Russell 2000 Value ETF
IWN
$12.7B
$3.66K ﹤0.01%
27
XYL icon
632
Xylem
XYL
$30.7B
$3.64K ﹤0.01%
40
PNR icon
633
Pentair
PNR
$15.7B
$3.63K ﹤0.01%
56
+28
CPAY icon
634
Corpay
CPAY
$22.7B
$3.58K ﹤0.01%
14
+5
BEN icon
635
Franklin Resources
BEN
$14B
$3.56K ﹤0.01%
145
+35
ZBRA icon
636
Zebra Technologies
ZBRA
$11.3B
$3.55K ﹤0.01%
15
+11
FITB
637
Fifth Third Bancorp
FITB
$43.8B
$3.55K ﹤0.01%
140
+73
CMS icon
638
CMS Energy
CMS
$23.7B
$3.5K ﹤0.01%
66
-55
IRDM icon
639
Iridium Communications
IRDM
$2.51B
$3.5K ﹤0.01%
+77
LULU icon
640
lululemon athletica
LULU
$20.3B
$3.47K ﹤0.01%
9
SNY icon
641
Sanofi
SNY
$109B
$3.43K ﹤0.01%
64
ALSN icon
642
Allison Transmission
ALSN
$10.1B
$3.42K ﹤0.01%
58
CLX icon
643
Clorox
CLX
$13.7B
$3.41K ﹤0.01%
26
INVH icon
644
Invitation Homes
INVH
$16.1B
$3.36K ﹤0.01%
106
+88
MGM icon
645
MGM Resorts International
MGM
$9.5B
$3.35K ﹤0.01%
91
+48
AWK icon
646
American Water Works
AWK
$26.3B
$3.34K ﹤0.01%
+27
BOTZ icon
647
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.31B
$3.34K ﹤0.01%
135
FE icon
648
FirstEnergy
FE
$29.1B
$3.31K ﹤0.01%
97
-35
VSTO
649
DELISTED
Vista Outdoor Inc.
VSTO
$3.31K ﹤0.01%
100
BLV icon
650
Vanguard Long-Term Bond ETF
BLV
$6.01B
$3.29K ﹤0.01%
49
24 25
26
27 28