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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 Buys

1
+$737K
2
+$702K
3
+$607K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$440K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$421K

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
UHS icon
776
Universal Health Services
UHS
$8.89B
$947 ﹤0.01%
6
VTR icon
777
Ventas
VTR
$40.7B
$945 ﹤0.01%
20
-13
CIEN icon
778
Ciena
CIEN
$61.5B
$892 ﹤0.01%
21
SWKS icon
779
Skyworks Solutions
SWKS
$11.1B
$886 ﹤0.01%
8
BHF icon
780
Brighthouse Financial
BHF
$3.64B
$852 ﹤0.01%
18
TNL icon
781
Travel + Leisure Co
TNL
$4.7B
$847 ﹤0.01%
21
AN icon
782
AutoNation
AN
$6.58B
$823 ﹤0.01%
5
-13
ALC icon
783
Alcon
ALC
$32.3B
$821 ﹤0.01%
10
ITT icon
784
ITT
ITT
$17.6B
$746 ﹤0.01%
8
TRIP icon
785
TripAdvisor
TRIP
$1.45B
$742 ﹤0.01%
45
RGR icon
786
Sturm, Ruger & Co
RGR
$604M
$741 ﹤0.01%
14
PAYS icon
787
Paysign
PAYS
$396M
$735 ﹤0.01%
+300
AOS icon
788
A.O. Smith
AOS
$8.38B
$728 ﹤0.01%
10
-2
QRVO icon
789
Qorvo
QRVO
$8.68B
$714 ﹤0.01%
7
PTC icon
790
PTC
PTC
$13.7B
$712 ﹤0.01%
5
ESS icon
791
Essex Property Trust
ESS
$18.1B
$703 ﹤0.01%
3
UDR icon
792
UDR
UDR
$12.5B
$687 ﹤0.01%
16
+3
SEE
793
DELISTED
Sealed Air
SEE
$680 ﹤0.01%
17
OMF icon
794
OneMain Financial
OMF
$6.68B
$655 ﹤0.01%
+15
PNW icon
795
Pinnacle West Capital
PNW
$12.7B
$652 ﹤0.01%
8
M icon
796
Macy's
M
$6.66B
$642 ﹤0.01%
40
ROL icon
797
Rollins
ROL
$22.7B
$642 ﹤0.01%
15
VICI icon
798
VICI Properties
VICI
$30.1B
$629 ﹤0.01%
+20
ARNC
799
DELISTED
Arconic Corporation
ARNC
$621 ﹤0.01%
21
INVH icon
800
Invitation Homes
INVH
$17.3B
$619 ﹤0.01%
18
-2
30 31
32
33 34