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 | |
|---|---|---|---|---|---|---|
676
Winnebago Industries
WGO
$1.03B
| $6.92K | 0.01% |
+308
| New | +$6.92K |
|
677
Schwab US Broad Market ETF
SCHB
$36.3B
| $6.9K | 0.01% |
+840
| New | +$6.9K |
|
678
Schwab US TIPS ETF
SCHP
$14B
| $6.89K | 0.01% |
+248
| New | +$6.89K |
|
679
iShares MSCI BIC ETF
BKF
$91M
| $6.86K | 0.01% |
+231
| New | +$6.86K |
|
680
Iridium Communications
IRDM
$2.67B
| $6.85K | 0.01% |
+870
| New | +$6.85K |
|
|
FARO
681
DELISTED
Faro Technologies
FARO
| $6.8K | 0.01% |
+211
| New | +$6.8K |
|
682
Archrock
AROC
$4.44B
| $6.66K | 0.01% |
+833
| New | +$6.66K |
|
683
Olympic Steel
ZEUS
$379M
| $6.66K | 0.01% |
+385
| New | +$6.66K |
|
684
AES
AES
$9.21B
| $6.66K | 0.01% |
+564
| New | +$6.66K |
|
685
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $6.59K | 0.01% |
+305
| New | +$6.59K |
|
686
LyondellBasell Industries
LYB
$17.7B
| $6.59K | 0.01% |
+77
| New | +$6.59K |
|
687
Ameriprise Financial
AMP
$46.1B
| $6.58K | 0.01% |
+70
| New | +$6.58K |
|
688
LendingTree
TREE
$978M
| $6.55K | 0.01% |
+67
| New | +$6.55K |
|
689
State Street
STT
$32B
| $6.5K | 0.01% |
+111
| New | +$6.5K |
|
690
NXP Semiconductors
NXPI
$57.2B
| $6.49K | 0.01% |
+80
| New | +$6.49K |
|
691
Boston Properties
BXP
$12.2B
| $6.48K | 0.01% |
+51
| New | +$6.48K |
|
|
LDL
692
DELISTED
Lydall, Inc.
LDL
| $6.41K | 0.01% |
+197
| New | +$6.41K |
|
693
Unum
UNM
$12.6B
| $6.37K | 0.01% |
+206
| New | +$6.37K |
|
694
Green Plains
GPRE
$698M
| $6.34K | 0.01% |
+397
| New | +$6.34K |
|
|
SPPI
695
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $6.32K | 0.01% |
+993
| New | +$6.32K |
|
696
Qualys
QLYS
$4.87B
| $6.3K | 0.01% |
+249
| New | +$6.3K |
|
697
Zimmer Biomet
ZBH
$20.9B
| $6.29K | 0.01% |
+61
| New | +$6.29K |
|
698
Crocs
CROX
$4.72B
| $6.22K | 0.01% |
+647
| New | +$6.22K |
|
699
Central Garden & Pet Class A
CENTA
$2.15B
| $6.19K | 0.01% |
+475
| New | +$6.19K |
|
|
JWN
700
DELISTED
Nordstrom
JWN
| $6.18K | 0.01% |
+108
| New | +$6.18K |
|