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
JBHT icon
726
JB Hunt Transport Services
JBHT
$15.8B
$1.63K ﹤0.01%
9
RIVN icon
727
Rivian
RIVN
$15.6B
$1.62K ﹤0.01%
+97
CORP icon
728
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.35B
$1.61K ﹤0.01%
17
VMW
729
DELISTED
VMware, Inc
VMW
$1.58K ﹤0.01%
11
NUS icon
730
Nu Skin
NUS
$539M
$1.56K ﹤0.01%
47
MHK icon
731
Mohawk Industries
MHK
$7.96B
$1.55K ﹤0.01%
15
SGEN
732
DELISTED
Seagen Inc. Common Stock
SGEN
$1.54K ﹤0.01%
8
WU icon
733
Western Union
WU
$2.64B
$1.54K ﹤0.01%
131
PARA
734
DELISTED
Paramount Global Class B
PARA
$1.53K ﹤0.01%
96
-26
SYF icon
735
Synchrony
SYF
$26B
$1.53K ﹤0.01%
45
U icon
736
Unity
U
$14.9B
$1.52K ﹤0.01%
35
AFRM icon
737
Affirm
AFRM
$23.1B
$1.5K ﹤0.01%
98
FIVN icon
738
FIVE9
FIVN
$1.74B
$1.48K ﹤0.01%
18
CF icon
739
CF Industries
CF
$13.6B
$1.46K ﹤0.01%
21
S icon
740
SentinelOne
S
$5.69B
$1.45K ﹤0.01%
96
PATH icon
741
UiPath
PATH
$8.38B
$1.43K ﹤0.01%
86
BG icon
742
Bunge Global
BG
$19.5B
$1.42K ﹤0.01%
15
YUMC icon
743
Yum China
YUMC
$16.2B
$1.41K ﹤0.01%
25
TWLO icon
744
Twilio
TWLO
$16.7B
$1.4K ﹤0.01%
22
PEGA icon
745
Pegasystems
PEGA
$9.35B
$1.38K ﹤0.01%
56
DDOG icon
746
Datadog
DDOG
$54.6B
$1.38K ﹤0.01%
14
CINF icon
747
Cincinnati Financial
CINF
$24.1B
$1.36K ﹤0.01%
14
REET icon
748
iShares Global REIT ETF
REET
$3.91B
$1.35K ﹤0.01%
59
+1
AMCR icon
749
Amcor
AMCR
$18.8B
$1.34K ﹤0.01%
134
-11
AAP icon
750
Advance Auto Parts
AAP
$3.16B
$1.34K ﹤0.01%
19
-2