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
SMG icon
751
ScottsMiracle-Gro
SMG
$3.15B
$1.32K ﹤0.01%
21
CE icon
752
Celanese
CE
$4.53B
$1.27K ﹤0.01%
11
CRL icon
753
Charles River Laboratories
CRL
$9.01B
$1.26K ﹤0.01%
6
-4
WMS icon
754
Advanced Drainage Systems
WMS
$11B
$1.25K ﹤0.01%
11
TYL icon
755
Tyler Technologies
TYL
$22.2B
$1.25K ﹤0.01%
3
HOOD icon
756
Robinhood
HOOD
$123B
$1.24K ﹤0.01%
124
RRX icon
757
Regal Rexnord
RRX
$9.66B
$1.23K ﹤0.01%
8
ROKU icon
758
Roku
ROKU
$14.1B
$1.22K ﹤0.01%
19
YETI icon
759
Yeti Holdings
YETI
$2.76B
$1.2K ﹤0.01%
31
NEWT icon
760
NewtekOne
NEWT
$304M
$1.19K ﹤0.01%
+75
WRK
761
DELISTED
WestRock Company
WRK
$1.19K ﹤0.01%
41
PJT icon
762
PJT Partners
PJT
$4.34B
$1.18K ﹤0.01%
17
ZBRA icon
763
Zebra Technologies
ZBRA
$15.3B
$1.18K ﹤0.01%
4
WIX icon
764
WIX.com
WIX
$7.55B
$1.17K ﹤0.01%
15
DASH icon
765
DoorDash
DASH
$114B
$1.15K ﹤0.01%
+15
NGG icon
766
National Grid
NGG
$76.2B
$1.15K ﹤0.01%
18
BIO icon
767
Bio-Rad Laboratories Class A
BIO
$8.69B
$1.14K ﹤0.01%
3
VYX icon
768
NCR Voyix
VYX
$1.59B
$1.13K ﹤0.01%
73
DOCU icon
769
DocuSign
DOCU
$14B
$1.12K ﹤0.01%
22
EBND icon
770
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$1.1K ﹤0.01%
52
-571
VIAV icon
771
Viavi Solutions
VIAV
$2.93B
$1.1K ﹤0.01%
97
LITE icon
772
Lumentum
LITE
$11.5B
$1.08K ﹤0.01%
19
NWSA icon
773
News Corp Class A
NWSA
$14.7B
$1.07K ﹤0.01%
55
SPDW icon
774
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$994 ﹤0.01%
31
+1
ALLE icon
775
Allegion
ALLE
$15.1B
$960 ﹤0.01%
8
-7