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
ALLE icon
776
Allegion
ALLE
$15.1B
$1.25K ﹤0.01%
12
+4
HOOD icon
777
Robinhood
HOOD
$122B
$1.22K ﹤0.01%
124
PEGA icon
778
Pegasystems
PEGA
$9.35B
$1.22K ﹤0.01%
56
VYX icon
779
NCR Voyix
VYX
$1.59B
$1.21K ﹤0.01%
73
WRB icon
780
W.R. Berkley
WRB
$27.9B
$1.21K ﹤0.01%
+29
DASH icon
781
DoorDash
DASH
$114B
$1.19K ﹤0.01%
15
WDC icon
782
Western Digital
WDC
$41.2B
$1.19K ﹤0.01%
+34
FIVN icon
783
FIVE9
FIVN
$1.74B
$1.16K ﹤0.01%
18
RRX icon
784
Regal Rexnord
RRX
$9.66B
$1.14K ﹤0.01%
8
KD icon
785
Kyndryl
KD
$6.41B
$1.13K ﹤0.01%
75
-83
NEWT icon
786
NewtekOne
NEWT
$304M
$1.11K ﹤0.01%
75
U icon
787
Unity
U
$14.9B
$1.1K ﹤0.01%
35
SMG icon
788
ScottsMiracle-Gro
SMG
$3.15B
$1.08K ﹤0.01%
21
BIO icon
789
Bio-Rad Laboratories Class A
BIO
$8.69B
$1.07K ﹤0.01%
3
SNOW icon
790
Snowflake
SNOW
$82.2B
$1.07K ﹤0.01%
7
-5
AAP icon
791
Advance Auto Parts
AAP
$3.16B
$1.01K ﹤0.01%
18
-1
CIEN icon
792
Ciena
CIEN
$24.3B
$992 ﹤0.01%
21
COOP
793
DELISTED
Mr. Cooper
COOP
$964 ﹤0.01%
+18
SPDW icon
794
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$947 ﹤0.01%
31
YUMC icon
795
Yum China
YUMC
$16.2B
$947 ﹤0.01%
17
-8
DOCU icon
796
DocuSign
DOCU
$14B
$924 ﹤0.01%
22
BHF icon
797
Brighthouse Financial
BHF
$2.67B
$881 ﹤0.01%
18
EMB icon
798
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$825 ﹤0.01%
10
-1,039
PODD icon
799
Insulet
PODD
$22.7B
$797 ﹤0.01%
+5
ITT icon
800
ITT
ITT
$13.3B
$783 ﹤0.01%
8