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 | |
|---|---|---|---|---|---|---|
901
Interpublic Group of Companies
IPG
$9.83B
| $1.4K | ﹤0.01% |
+61
| New | +$1.4K |
|
902
Xerox
XRX
$501M
| $1.4K | ﹤0.01% |
+125
| New | +$1.4K |
|
903
Eaton
ETN
$136B
| $1.38K | ﹤0.01% |
+22
| New | +$1.38K |
|
904
Huntington Bancshares
HBAN
$26B
| $1.34K | ﹤0.01% |
+140
| New | +$1.34K |
|
905
Darden Restaurants
DRI
$24.1B
| $1.33K | ﹤0.01% |
+20
| New | +$1.33K |
|
906
Assurant
AIZ
$10.9B
| $1.31K | ﹤0.01% |
+17
| New | +$1.31K |
|
|
SVVC
907
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
| $1.27K | ﹤0.01% |
+169
| New | +$1.27K |
|
908
Robert Half
RHI
$3.8B
| $1.21K | ﹤0.01% |
+26
| New | +$1.21K |
|
909
NetApp
NTAP
$22.6B
| $1.2K | ﹤0.01% |
+44
| New | +$1.2K |
|
910
Ross Stores
ROST
$48.1B
| $1.16K | ﹤0.01% |
+20
| New | +$1.16K |
|
911
Sealed Air
SEE
$4.78B
| $1.15K | ﹤0.01% |
+24
| New | +$1.15K |
|
912
NRG Energy
NRG
$28.2B
| $1.15K | ﹤0.01% |
+88
| New | +$1.15K |
|
913
Teradata
TDC
$1.98B
| $1.13K | ﹤0.01% |
+43
| New | +$1.13K |
|
914
PPG Industries
PPG
$25.1B
| $1.12K | ﹤0.01% |
+10
| New | +$1.12K |
|
915
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
| $1.1K | ﹤0.01% |
+62
| New | +$1.1K |
|
916
CarMax
KMX
$9.21B
| $1.07K | ﹤0.01% |
+21
| New | +$1.07K |
|
917
Xylem
XYL
$34.5B
| $1.06K | ﹤0.01% |
+26
| New | +$1.06K |
|
918
Equifax
EFX
$30.3B
| $1.03K | ﹤0.01% |
+9
| New | +$1.03K |
|
919
CNX Resources
CNX
$4.13B
| $994 | ﹤0.01% |
+88
| New | +$994 |
|
920
Eversource Energy
ES
$23.8B
| $992 | ﹤0.01% |
+17
| New | +$992 |
|
921
Advance Auto Parts
AAP
$3.66B
| $962 | ﹤0.01% |
+6
| New | +$962 |
|
|
SWN
922
DELISTED
Southwestern Energy Company
SWN
| $952 | ﹤0.01% |
+118
| New | +$952 |
|
923
AvalonBay Communities
AVB
$27.9B
| $951 | ﹤0.01% |
+5
| New | +$951 |
|
924
Harley-Davidson
HOG
$3.54B
| $924 | ﹤0.01% |
+18
| New | +$924 |
|
925
Autodesk
ADSK
$67.3B
| $875 | ﹤0.01% |
+15
| New | +$875 |
|