SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Est. Return
20.54%
1 Year Est. Return
+20.54%
AUM
$203M
AUM Growth
-$3.04M
(-1.5%)
Holding
893
Top Buys
| 1 | +$5.26M | |
| 2 | +$670K | |
| 3 | +$442K | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$412K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$291K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$1.2M | |
| 3 | +$219K | |
| 4 |
Duke Energy
DUK
|
+$147K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
876
Lyft
LYFT
$8.1B
| – | – |
-339
|
|
||
877
Macy's
M
$4.78B
| – | – |
-40
|
|
||
878
Masimo
MASI
$7.97B
| – | – |
-11
|
|
||
879
Mattel
MAT
$5.93B
| – | – |
-162
|
|
||
880
National Grid
NGG
$76.4B
| – | – |
-18
|
|
||
881
Nu Skin
NUS
$529M
| – | – |
-47
|
|
||
882
Pinnacle West Capital
PNW
$11.1B
| – | – |
-8
|
|
||
883
Resideo Technologies
REZI
$6.05B
| – | – |
-2
|
|
||
884
Sunrun
RUN
$4.5B
| – | – |
-10
|
|
||
885
SentinelOne
S
$5.59B
| – | – |
-96
|
|
||
886
SLM Corp
SLM
$5.36B
| – | – |
-104
|
|
||
887
TD Synnex
SNX
$12.5B
| – | – |
-3
|
|
||
888
Marriott Vacations Worldwide
VAC
$2.31B
| – | – |
-1
|
|
||
889
Vanguard Russell 1000 ETF
VONE
$6.86B
| – | – |
-2
|
|
||
890
Western Union
WU
$2.68B
| – | – |
-131
|
|
||
|
VMW
891
DELISTED
VMware, Inc
VMW
| – | – |
-11
|
|
||
|
ARNC
892
DELISTED
Arconic Corporation
ARNC
| – | – |
-21
|
|
||
|
SPI
893
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
| – | – |
-100
|
|