SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
WTRG icon
676
Essential Utilities
WTRG
$11.8B
$2.35K ﹤0.01%
59
DKNG icon
677
DraftKings
DKNG
$16.7B
$2.34K ﹤0.01%
88
TAP icon
678
Molson Coors Class B
TAP
$9.21B
$2.3K ﹤0.01%
35
VNO icon
679
Vornado Realty Trust
VNO
$7.35B
$2.3K ﹤0.01%
+127
TAK icon
680
Takeda Pharmaceutical
TAK
$44.5B
$2.28K ﹤0.01%
145
SPB icon
681
Spectrum Brands
SPB
$1.33B
$2.26K ﹤0.01%
29
TIP icon
682
iShares TIPS Bond ETF
TIP
$13.9B
$2.26K ﹤0.01%
21
CPAY icon
683
Corpay
CPAY
$20.2B
$2.26K ﹤0.01%
9
BKR icon
684
Baker Hughes
BKR
$45.6B
$2.21K ﹤0.01%
70
TECH icon
685
Bio-Techne
TECH
$9.74B
$2.2K ﹤0.01%
27
+3
DINO icon
686
HF Sinclair
DINO
$9.85B
$2.19K ﹤0.01%
49
FIVE icon
687
Five Below
FIVE
$8.61B
$2.16K ﹤0.01%
11
MPWR icon
688
Monolithic Power Systems
MPWR
$49.4B
$2.16K ﹤0.01%
4
AIZ icon
689
Assurant
AIZ
$10.6B
$2.14K ﹤0.01%
17
WTW icon
690
Willis Towers Watson
WTW
$32.2B
$2.12K ﹤0.01%
9
SNOW icon
691
Snowflake
SNOW
$83.2B
$2.11K ﹤0.01%
12
+5
KD icon
692
Kyndryl
KD
$6.46B
$2.1K ﹤0.01%
158
SCHP icon
693
Schwab US TIPS ETF
SCHP
$14.4B
$2.1K ﹤0.01%
80
WDAY icon
694
Workday
WDAY
$64.4B
$2.03K ﹤0.01%
9
SJNK icon
695
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$2.02K ﹤0.01%
82
WH icon
696
Wyndham Hotels & Resorts
WH
$6.02B
$1.99K ﹤0.01%
29
RL icon
697
Ralph Lauren
RL
$20.2B
$1.97K ﹤0.01%
16
+1
HSIC icon
698
Henry Schein
HSIC
$7.75B
$1.95K ﹤0.01%
24
CFG icon
699
Citizens Financial Group
CFG
$21.7B
$1.93K ﹤0.01%
74
+30
ESI icon
700
Element Solutions
ESI
$6.29B
$1.92K ﹤0.01%
100