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
UHS icon
776
Universal Health Services
UHS
$13B
$947 ﹤0.01%
6
VTR icon
777
Ventas
VTR
$32.1B
$945 ﹤0.01%
20
-13
CIEN icon
778
Ciena
CIEN
$24.1B
$892 ﹤0.01%
21
SWKS icon
779
Skyworks Solutions
SWKS
$11.2B
$886 ﹤0.01%
8
BHF icon
780
Brighthouse Financial
BHF
$2.66B
$852 ﹤0.01%
18
TNL icon
781
Travel + Leisure Co
TNL
$3.91B
$847 ﹤0.01%
21
AN icon
782
AutoNation
AN
$8.1B
$823 ﹤0.01%
5
-13
ALC icon
783
Alcon
ALC
$37.1B
$821 ﹤0.01%
10
ITT icon
784
ITT
ITT
$13.5B
$746 ﹤0.01%
8
TRIP icon
785
TripAdvisor
TRIP
$1.78B
$742 ﹤0.01%
45
RGR icon
786
Sturm, Ruger & Co
RGR
$722M
$741 ﹤0.01%
14
PAYS icon
787
Paysign
PAYS
$295M
$735 ﹤0.01%
+300
AOS icon
788
A.O. Smith
AOS
$9.77B
$728 ﹤0.01%
10
-2
QRVO icon
789
Qorvo
QRVO
$8.54B
$714 ﹤0.01%
7
PTC icon
790
PTC
PTC
$24.3B
$712 ﹤0.01%
5
ESS icon
791
Essex Property Trust
ESS
$16.7B
$703 ﹤0.01%
3
UDR icon
792
UDR
UDR
$12B
$687 ﹤0.01%
16
+3
SEE icon
793
Sealed Air
SEE
$5.08B
$680 ﹤0.01%
17
OMF icon
794
OneMain Financial
OMF
$6.43B
$655 ﹤0.01%
+15
PNW icon
795
Pinnacle West Capital
PNW
$11.1B
$652 ﹤0.01%
8
M icon
796
Macy's
M
$4.78B
$642 ﹤0.01%
40
ROL icon
797
Rollins
ROL
$27.1B
$642 ﹤0.01%
15
VICI icon
798
VICI Properties
VICI
$32.9B
$629 ﹤0.01%
+20
ARNC
799
DELISTED
Arconic Corporation
ARNC
$621 ﹤0.01%
21
INVH icon
800
Invitation Homes
INVH
$17.5B
$619 ﹤0.01%
18
-2