SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+3.52%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+3.5%)
Cap. Flow
+$754K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
37.56%
Holding
1,074
New
50
Increased
133
Reduced
78
Closed
28
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 18.74% |
| 2 | Technology | 7.9% |
| 3 | Healthcare | 7.52% |
| 4 | Consumer Staples | 5.51% |
| 5 | Industrials | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
FirstEnergy
FE
$25.1B
| $1.85K | ﹤0.01% |
56
| – | – |
|
927
BlackRock Energy and Resources Trust
BGR
$356M
| $1.77K | ﹤0.01% |
122
| – | – |
|
928
Hasbro
HAS
$11.2B
| $1.75K | ﹤0.01% |
22
| – | – |
|
|
JNPR
929
DELISTED
Juniper Networks
JNPR
| $1.71K | ﹤0.01% |
71
| – | – |
|
930
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $1.7K | ﹤0.01% |
11
| – | – |
|
931
CNX Resources
CNX
$4.18B
| $1.69K | ﹤0.01% |
88
| – | – |
|
932
Broadridge
BR
$29.5B
| $1.63K | ﹤0.01% |
24
| – | – |
|
933
Clorox
CLX
$14.7B
| $1.63K | ﹤0.01% |
13
| – | – |
|
934
AutoNation
AN
$8.3B
| $1.61K | ﹤0.01% |
33
| – | – |
|
935
AvalonBay Communities
AVB
$26.9B
| $1.6K | ﹤0.01% |
9
+4
| +80% | +$712 |
|
936
NetApp
NTAP
$23.1B
| $1.58K | ﹤0.01% |
44
| – | – |
|
937
Assurant
AIZ
$10.8B
| $1.57K | ﹤0.01% |
17
| – | – |
|
938
Leggett & Platt
LEG
$1.26B
| $1.55K | ﹤0.01% |
34
| – | – |
|
|
SRCL
939
DELISTED
Stericycle Inc
SRCL
| $1.52K | ﹤0.01% |
19
| – | – |
|
940
Oneok
OKE
$47B
| $1.49K | ﹤0.01% |
29
+19
| +190% | +$976 |
|
941
ONE Gas
OGS
$4.57B
| $1.48K | ﹤0.01% |
24
| – | – |
|
942
Eaton
ETN
$134B
| $1.45K | ﹤0.01% |
22
| – | – |
|
943
Tesla
TSLA
$1.06T
| $1.43K | ﹤0.01% |
7
-51
| -88% | -$10.4K |
|
944
First Solar
FSLR
$21B
| $1.42K | ﹤0.01% |
36
-605
| -94% | -$23.9K |
|
945
Centene
CNC
$14.5B
| $1.41K | ﹤0.01% |
+21
| New | +$1.41K |
|
946
Huntington Bancshares
HBAN
$25.8B
| $1.38K | ﹤0.01% |
140
| – | – |
|
947
Xylem
XYL
$34.2B
| $1.36K | ﹤0.01% |
26
| – | – |
|
948
Interpublic Group of Companies
IPG
$9.63B
| $1.36K | ﹤0.01% |
61
| – | – |
|
949
NRG Energy
NRG
$28.1B
| $1.35K | ﹤0.01% |
120
-813
| -87% | -$9.11K |
|
950
Teradata
TDC
$1.96B
| $1.33K | ﹤0.01% |
43
| – | – |
|