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 | |
|---|---|---|---|---|---|---|
|
DCOM
626
DELISTED
Dime Community Bancshares
DCOM
| $9.25K | 0.01% |
+525
| New | +$9.25K |
|
627
SunCoke Energy
SXC
$667M
| $9.23K | 0.01% |
+1,420
| New | +$9.23K |
|
628
DNOW Inc
DNOW
$1.67B
| $9.2K | 0.01% |
+519
| New | +$9.2K |
|
629
HealthStream
HSTM
$834M
| $9.19K | 0.01% |
+416
| New | +$9.19K |
|
630
Resources Connection
RGP
$167M
| $9.17K | 0.01% |
+589
| New | +$9.17K |
|
631
Nuveen Credit Strategies Income Fund
JQC
$746M
| $9.13K | 0.01% |
+1,154
| New | +$9.13K |
|
632
Stryker
SYK
$150B
| $9.12K | 0.01% |
+85
| New | +$9.12K |
|
633
Barnes & Noble Education
BNED
$291M
| $9.11K | 0.01% |
+9
| New | +$9.11K |
|
634
Seneca Foods Class A
SENEA
$765M
| $9.1K | 0.01% |
+262
| New | +$9.1K |
|
635
Moog
MOG.A
$6.17B
| $9.09K | 0.01% |
+199
| New | +$9.09K |
|
636
LSB Industries
LXU
$602M
| $8.99K | 0.01% |
+917
| New | +$8.99K |
|
637
Regis Corp
RGS
$58.9M
| $8.98K | 0.01% |
+30
| New | +$8.98K |
|
638
Universal Insurance Holdings
UVE
$697M
| $8.83K | 0.01% |
+496
| New | +$8.83K |
|
639
PetMed Express
PETS
$63M
| $8.81K | 0.01% |
+492
| New | +$8.81K |
|
640
Genesco
GCO
$360M
| $8.74K | 0.01% |
+121
| New | +$8.74K |
|
641
Universal Electronics
UEIC
$64M
| $8.74K | 0.01% |
+141
| New | +$8.74K |
|
642
Shake Shack
SHAK
$4.03B
| $8.73K | 0.01% |
+234
| New | +$8.73K |
|
|
LCI
643
DELISTED
Lannett Company, Inc.
LCI
| $8.7K | 0.01% |
+121
| New | +$8.7K |
|
644
REX American Resources
REX
$1.02B
| $8.43K | 0.01% |
+456
| New | +$8.43K |
|
645
Exponent
EXPO
$3.61B
| $8.42K | 0.01% |
+330
| New | +$8.42K |
|
646
Tyson Foods
TSN
$20B
| $8.27K | 0.01% |
+124
| New | +$8.27K |
|
647
Metallus
MTUS
$713M
| $8.21K | 0.01% |
+902
| New | +$8.21K |
|
648
TTM Technologies
TTMI
$4.93B
| $8.09K | 0.01% |
+1,217
| New | +$8.09K |
|
649
VF Corp
VFC
$5.86B
| $8.03K | 0.01% |
+132
| New | +$8.03K |
|
650
Stepan Co
SCL
$1.13B
| $8.02K | 0.01% |
+145
| New | +$8.02K |
|