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
GAP
701
The Gap Inc
GAP
$8.16B
$1.92K ﹤0.01%
215
MGM icon
702
MGM Resorts International
MGM
$8.67B
$1.89K ﹤0.01%
43
XLRE icon
703
Real Estate Select Sector SPDR Fund
XLRE
$7.92B
$1.89K ﹤0.01%
+50
TTD icon
704
Trade Desk
TTD
$25.7B
$1.85K ﹤0.01%
24
KKR icon
705
KKR & Co
KKR
$107B
$1.85K ﹤0.01%
33
OGS icon
706
ONE Gas
OGS
$4.99B
$1.84K ﹤0.01%
24
AGCO icon
707
AGCO
AGCO
$8.05B
$1.84K ﹤0.01%
14
CIBR icon
708
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$1.82K ﹤0.01%
40
MASI icon
709
Masimo
MASI
$7.99B
$1.81K ﹤0.01%
11
PNR icon
710
Pentair
PNR
$17.9B
$1.81K ﹤0.01%
28
RHI icon
711
Robert Half
RHI
$3.13B
$1.8K ﹤0.01%
24
-2
CSGP icon
712
CoStar Group
CSGP
$31.8B
$1.78K ﹤0.01%
20
VEEV icon
713
Veeva Systems
VEEV
$46.9B
$1.78K ﹤0.01%
9
PENN icon
714
PENN Entertainment
PENN
$2.49B
$1.78K ﹤0.01%
74
FITB icon
715
Fifth Third Bancorp
FITB
$27.6B
$1.76K ﹤0.01%
67
+5
PNFP icon
716
Pinnacle Financial Partners
PNFP
$6.84B
$1.76K ﹤0.01%
+31
SLG icon
717
SL Green Realty
SLG
$3.67B
$1.74K ﹤0.01%
+58
GDDY icon
718
GoDaddy
GDDY
$18.3B
$1.73K ﹤0.01%
23
SRPT icon
719
Sarepta Therapeutics
SRPT
$2.41B
$1.72K ﹤0.01%
15
HOLX icon
720
Hologic
HOLX
$16B
$1.7K ﹤0.01%
21
SLM icon
721
SLM Corp
SLM
$5.44B
$1.7K ﹤0.01%
104
DGX icon
722
Quest Diagnostics
DGX
$21.3B
$1.69K ﹤0.01%
12
COLD icon
723
Americold
COLD
$3.89B
$1.68K ﹤0.01%
52
GLP icon
724
Global Partners
GLP
$1.53B
$1.66K ﹤0.01%
54
FOXA icon
725
Fox Class A
FOXA
$26B
$1.63K ﹤0.01%
48