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
$203M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Sells

1 +$3.15M
2 +$1.2M
3 +$219K
4
DUK icon
Duke Energy
DUK
+$147K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K

Sector Composition

1 Technology 13.69%
2 Healthcare 9.84%
3 Industrials 6.29%
4 Financials 6.06%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COLD icon
751
Americold
COLD
$3.88B
$1.58K ﹤0.01%
52
CORP icon
752
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.35B
$1.55K ﹤0.01%
17
CNXC icon
753
Concentrix
CNXC
$2.79B
$1.52K ﹤0.01%
19
+16
PCG icon
754
PG&E
PCG
$36.1B
$1.52K ﹤0.01%
+94
DPZ icon
755
Domino's
DPZ
$14.1B
$1.51K ﹤0.01%
+4
FOXA icon
756
Fox Class A
FOXA
$25.9B
$1.5K ﹤0.01%
48
YETI icon
757
Yeti Holdings
YETI
$2.74B
$1.5K ﹤0.01%
31
PATH icon
758
UiPath
PATH
$8.2B
$1.47K ﹤0.01%
86
DGX icon
759
Quest Diagnostics
DGX
$21.2B
$1.46K ﹤0.01%
12
MHK icon
760
Mohawk Industries
MHK
$7.91B
$1.46K ﹤0.01%
17
+2
HOLX icon
761
Hologic
HOLX
$15.5B
$1.46K ﹤0.01%
21
POOL icon
762
Pool Corp
POOL
$10.8B
$1.42K ﹤0.01%
+4
LYV icon
763
Live Nation Entertainment
LYV
$36B
$1.41K ﹤0.01%
+17
CE icon
764
Celanese
CE
$4.4B
$1.38K ﹤0.01%
11
WIX icon
765
WIX.com
WIX
$7.28B
$1.38K ﹤0.01%
15
SYF icon
766
Synchrony
SYF
$25.8B
$1.38K ﹤0.01%
45
GOVT icon
767
iShares US Treasury Bond ETF
GOVT
$28.5B
$1.37K ﹤0.01%
+62
PJT icon
768
PJT Partners
PJT
$4.31B
$1.35K ﹤0.01%
17
ROKU icon
769
Roku
ROKU
$13.9B
$1.34K ﹤0.01%
19
NDSN icon
770
Nordson
NDSN
$13.1B
$1.34K ﹤0.01%
+6
REET icon
771
iShares Global REIT ETF
REET
$3.89B
$1.33K ﹤0.01%
63
+4
TWLO icon
772
Twilio
TWLO
$16.4B
$1.29K ﹤0.01%
22
DDOG icon
773
Datadog
DDOG
$53.3B
$1.27K ﹤0.01%
14
GTM
774
ZoomInfo Technologies
GTM
$3.21B
$1.26K ﹤0.01%
+77
WMS icon
775
Advanced Drainage Systems
WMS
$11B
$1.25K ﹤0.01%
11