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SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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 +$290K
2 +$241K
3 +$199K
4
ADP icon
Automatic Data Processing
ADP
+$198K
5
LECO icon
Lincoln Electric
LECO
+$179K

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
$3.67B
$1.32K ﹤0.01%
21
CE icon
752
Celanese
CE
$5.75B
$1.27K ﹤0.01%
11
CRL icon
753
Charles River Laboratories
CRL
$9.04B
$1.26K ﹤0.01%
6
-4
WMS icon
754
Advanced Drainage Systems
WMS
$10.9B
$1.25K ﹤0.01%
11
TYL icon
755
Tyler Technologies
TYL
$12.2B
$1.25K ﹤0.01%
3
HOOD icon
756
Robinhood
HOOD
$86.4B
$1.24K ﹤0.01%
124
RRX icon
757
Regal Rexnord
RRX
$14.9B
$1.23K ﹤0.01%
8
ROKU icon
758
Roku
ROKU
$20.6B
$1.22K ﹤0.01%
19
YETI icon
759
Yeti Holdings
YETI
$3.78B
$1.2K ﹤0.01%
31
NEWT icon
760
NewtekOne
NEWT
$404M
$1.19K ﹤0.01%
+75
WRK
761
DELISTED
WestRock Company
WRK
$1.19K ﹤0.01%
41
PJT icon
762
PJT Partners
PJT
$4.09B
$1.18K ﹤0.01%
17
ZBRA icon
763
Zebra Technologies
ZBRA
$11.4B
$1.18K ﹤0.01%
4
WIX icon
764
WIX.com
WIX
$1.87B
$1.17K ﹤0.01%
15
DASH icon
765
DoorDash
DASH
$74.2B
$1.15K ﹤0.01%
+15
NGG icon
766
National Grid
NGG
$82.5B
$1.15K ﹤0.01%
18
BIO icon
767
Bio-Rad Laboratories Class A
BIO
$7.84B
$1.14K ﹤0.01%
3
VYX icon
768
NCR Voyix
VYX
$1.04B
$1.13K ﹤0.01%
73
DOCU
769
DocuSign
DOCU
$8.41B
$1.12K ﹤0.01%
22
EBND icon
770
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$1.1K ﹤0.01%
52
-571
VIAV icon
771
Viavi Solutions
VIAV
$12.9B
$1.1K ﹤0.01%
97
LITE icon
772
Lumentum
LITE
$69.2B
$1.08K ﹤0.01%
19
NWSA icon
773
News Corp Class A
NWSA
$14B
$1.07K ﹤0.01%
55
SPDW icon
774
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$994 ﹤0.01%
31
+1
ALLE icon
775
Allegion
ALLE
$11.6B
$960 ﹤0.01%
8
-7