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 | |
|---|---|---|---|---|---|---|
876
Baker Hughes
BKR
$44.8B
| $2.02K | ﹤0.01% |
+46
| New | +$2.02K |
|
877
FirstEnergy
FE
$25.2B
| $2.01K | ﹤0.01% |
+56
| New | +$2.01K |
|
878
M&T Bank
MTB
$31.5B
| $2K | ﹤0.01% |
+18
| New | +$2K |
|
879
Macy's
M
$3.59B
| $1.98K | ﹤0.01% |
+45
| New | +$1.98K |
|
880
Dentsply Sirona
XRAY
$2.85B
| $1.97K | ﹤0.01% |
+32
| New | +$1.97K |
|
881
Liberty Broadband Class A
LBRDA
$8.71B
| $1.92K | ﹤0.01% |
+33
| New | +$1.92K |
|
|
EEB
882
DELISTED
Invesco BRIC ETF
EEB
| $1.92K | ﹤0.01% |
+75
| New | +$1.92K |
|
883
SLM Corp
SLM
$6.52B
| $1.9K | ﹤0.01% |
+299
| New | +$1.9K |
|
884
Teradyne
TER
$18.8B
| $1.9K | ﹤0.01% |
+88
| New | +$1.9K |
|
885
Intercontinental Exchange
ICE
$101B
| $1.88K | ﹤0.01% |
+8
| New | +$1.88K |
|
886
Agilent Technologies
A
$35.7B
| $1.87K | ﹤0.01% |
+47
| New | +$1.87K |
|
887
Western Union
WU
$2.8B
| $1.87K | ﹤0.01% |
+97
| New | +$1.87K |
|
|
JNPR
888
DELISTED
Juniper Networks
JNPR
| $1.81K | ﹤0.01% |
+71
| New | +$1.81K |
|
889
Hasbro
HAS
$11.4B
| $1.76K | ﹤0.01% |
+22
| New | +$1.76K |
|
890
Leggett & Platt
LEG
$1.3B
| $1.65K | ﹤0.01% |
+34
| New | +$1.65K |
|
891
Clorox
CLX
$14.5B
| $1.64K | ﹤0.01% |
+13
| New | +$1.64K |
|
892
BlackRock Energy and Resources Trust
BGR
$356M
| $1.59K | ﹤0.01% |
+122
| New | +$1.59K |
|
893
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.59K | ﹤0.01% |
+11
| New | +$1.59K |
|
894
Northrop Grumman
NOC
$84.5B
| $1.58K | ﹤0.01% |
+8
| New | +$1.58K |
|
895
CF Industries
CF
$14B
| $1.57K | ﹤0.01% |
+50
| New | +$1.57K |
|
896
AutoNation
AN
$8.26B
| $1.54K | ﹤0.01% |
+33
| New | +$1.54K |
|
897
Micron Technology
MU
$133B
| $1.53K | ﹤0.01% |
+146
| New | +$1.53K |
|
898
ONE Gas
OGS
$4.59B
| $1.47K | ﹤0.01% |
+24
| New | +$1.47K |
|
899
Realty Income
O
$53.7B
| $1.44K | ﹤0.01% |
+23
| New | +$1.44K |
|
900
Broadridge
BR
$29.9B
| $1.42K | ﹤0.01% |
+24
| New | +$1.42K |
|