SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+3.61%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
1,016
New
1,013
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Coastal Insurance
ACIC
|
$13.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.56M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$3.43M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.33M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$2.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.81% |
| 2 | Technology | 7.5% |
| 3 | Healthcare | 7.48% |
| 4 | Consumer Staples | 5.64% |
| 5 | Industrials | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CDK
851
DELISTED
CDK Global, Inc.
CDK
| $2.7K | ﹤0.01% |
+58
| New | +$2.7K |
|
852
Avanos Medical
AVNS
$554M
| $2.64K | ﹤0.01% |
+92
| New | +$2.64K |
|
853
Eastman Chemical
EMN
$7.94B
| $2.6K | ﹤0.01% |
+36
| New | +$2.6K |
|
|
XLNX
854
DELISTED
Xilinx Inc
XLNX
| $2.56K | ﹤0.01% |
+54
| New | +$2.56K |
|
855
Conagra Brands
CAG
$9.04B
| $2.54K | ﹤0.01% |
+57
| New | +$2.54K |
|
856
iShares Russell 2000 Value ETF
IWN
$11.7B
| $2.52K | ﹤0.01% |
+27
| New | +$2.52K |
|
857
Invesco
IVZ
$9.56B
| $2.49K | ﹤0.01% |
+81
| New | +$2.49K |
|
858
Signet Jewelers
SIG
$3.68B
| $2.48K | ﹤0.01% |
+20
| New | +$2.48K |
|
|
MDP
859
DELISTED
Meredith Corporation
MDP
| $2.42K | ﹤0.01% |
+51
| New | +$2.42K |
|
860
Loews
L
$20B
| $2.41K | ﹤0.01% |
+63
| New | +$2.41K |
|
861
Urban Edge Properties
UE
$2.58B
| $2.4K | ﹤0.01% |
+93
| New | +$2.4K |
|
|
SRCL
862
DELISTED
Stericycle Inc
SRCL
| $2.4K | ﹤0.01% |
+19
| New | +$2.4K |
|
863
Freeport-McMoran
FCX
$64.2B
| $2.32K | ﹤0.01% |
+224
| New | +$2.32K |
|
864
Jabil
JBL
$21.5B
| $2.31K | ﹤0.01% |
+120
| New | +$2.31K |
|
865
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$395M
| $2.26K | ﹤0.01% |
+100
| New | +$2.26K |
|
866
Moody's
MCO
$89.1B
| $2.22K | ﹤0.01% |
+23
| New | +$2.22K |
|
867
iShares China Large-Cap ETF
FXI
$6.68B
| $2.2K | ﹤0.01% |
+65
| New | +$2.2K |
|
|
WRK
868
DELISTED
WestRock Company
WRK
| $2.19K | ﹤0.01% |
+56
| New | +$2.19K |
|
869
DTE Energy
DTE
$28.1B
| $2.18K | ﹤0.01% |
+24
| New | +$2.18K |
|
870
Wolfspeed
WOLF
$202M
| $2.15K | ﹤0.01% |
+74
| New | +$2.15K |
|
871
Zions Bancorporation
ZION
$8.36B
| $2.11K | ﹤0.01% |
+87
| New | +$2.11K |
|
872
Devon Energy
DVN
$23.1B
| $2.09K | ﹤0.01% |
+76
| New | +$2.09K |
|
873
Cintas
CTAS
$82.7B
| $2.07K | ﹤0.01% |
+23
| New | +$2.07K |
|
874
Fiserv
FI
$73.6B
| $2.05K | ﹤0.01% |
+20
| New | +$2.05K |
|
875
Pultegroup
PHM
$25.9B
| $2.02K | ﹤0.01% |
+108
| New | +$2.02K |
|