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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
VPU
651
Vanguard Utilities ETF
VPU
$8.55B
$2.84K ﹤0.01%
20
ALK icon
652
Alaska Air
ALK
$5.38B
$2.82K ﹤0.01%
53
SCHR
653
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$2.81K ﹤0.01%
114
EQT icon
654
EQT Corp
EQT
$32B
$2.8K ﹤0.01%
68
-4
OKTA icon
655
Okta
OKTA
$19.6B
$2.77K ﹤0.01%
40
VSTO
656
DELISTED
Vista Outdoor Inc.
VSTO
$2.77K ﹤0.01%
+100
PINS icon
657
Pinterest
PINS
$11.4B
$2.73K ﹤0.01%
100
EXAS
658
DELISTED
Exact Sciences
EXAS
$2.72K ﹤0.01%
29
UVV icon
659
Universal Corp
UVV
$1.32B
$2.7K ﹤0.01%
54
TLRY icon
660
Tilray
TLRY
$574M
$2.7K ﹤0.01%
173
WST icon
661
West Pharmaceutical
WST
$22.9B
$2.68K ﹤0.01%
7
LBRT icon
662
Liberty Energy
LBRT
$4.43B
$2.67K ﹤0.01%
+200
HUBS icon
663
HubSpot
HUBS
$9.05B
$2.66K ﹤0.01%
+5
TOL icon
664
Toll Brothers
TOL
$14B
$2.61K ﹤0.01%
33
KIM icon
665
Kimco Realty
KIM
$16.5B
$2.6K ﹤0.01%
132
-10
INCY icon
666
Incyte
INCY
$19.8B
$2.55K ﹤0.01%
41
-32
DXC icon
667
DXC Technology
DXC
$1.45B
$2.54K ﹤0.01%
95
REG icon
668
Regency Centers
REG
$14.2B
$2.53K ﹤0.01%
41
-7
EMN icon
669
Eastman Chemical
EMN
$8.25B
$2.51K ﹤0.01%
30
LKQ icon
670
LKQ Corp
LKQ
$6.37B
$2.51K ﹤0.01%
43
HII icon
671
Huntington Ingalls Industries
HII
$11.7B
$2.5K ﹤0.01%
11
BWA icon
672
BorgWarner
BWA
$14.5B
$2.49K ﹤0.01%
58
MDB icon
673
MongoDB
MDB
$26.9B
$2.47K ﹤0.01%
6
PBTP icon
674
Invesco 0-5 Yr US TIPS ETF
PBTP
$69.8M
$2.45K ﹤0.01%
+100
LEN.B icon
675
Lennar Class B
LEN.B
$20.9B
$2.37K ﹤0.01%
22
25 26
27
28 29