SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$670K
3
+$442K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$412K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$291K

Top Sells

1
+$3.15M
2
+$1.2M
3
+$219K
4
DUK icon
Duke Energy
DUK
+$147K
5
SCHA icon
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
EFA icon
176
iShares MSCI EAFE ETF
EFA
$68.2B
$90.4K 0.04%
1,312
IWD icon
177
iShares Russell 1000 Value ETF
IWD
$64.4B
$90.2K 0.04%
594
XLU icon
178
Utilities Select Sector SPDR Fund
XLU
$22.5B
$89.3K 0.04%
1,515
HCI icon
179
HCI Group
HCI
$2.46B
$88.8K 0.04%
1,635
LRCX icon
180
Lam Research
LRCX
$178B
$87.1K 0.04%
1,390
+10
DHR icon
181
Danaher
DHR
$150B
$86.1K 0.04%
391
+40
HUM icon
182
Humana
HUM
$33.1B
$85.6K 0.04%
176
+5
WM icon
183
Waste Management
WM
$86.8B
$84.5K 0.04%
554
+17
IBDQ icon
184
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$83.1K 0.04%
3,411
+2,387
VGT icon
185
Vanguard Information Technology ETF
VGT
$109B
$82.9K 0.04%
200
BCS icon
186
Barclays
BCS
$67.5B
$82.3K 0.04%
10,561
CSX icon
187
CSX Corp
CSX
$68.2B
$81.5K 0.04%
2,652
+134
MDY icon
188
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$80.8K 0.04%
177
DIS icon
189
Walt Disney
DIS
$199B
$80.3K 0.04%
991
-340
ED icon
190
Consolidated Edison
ED
$36.5B
$78.7K 0.04%
920
+55
AZN icon
191
AstraZeneca
AZN
$263B
$78.3K 0.04%
1,156
GWW icon
192
W.W. Grainger
GWW
$45.7B
$76.8K 0.04%
111
+6
BA icon
193
Boeing
BA
$161B
$75.7K 0.04%
395
+32
SLB icon
194
SLB Limited
SLB
$48.7B
$75.4K 0.04%
1,293
+115
PNOV icon
195
Innovator US Equity Power Buffer ETF November
PNOV
$649M
$75.3K 0.04%
2,277
MU icon
196
Micron Technology
MU
$227B
$73.6K 0.04%
1,082
+67
O icon
197
Realty Income
O
$54.8B
$72.4K 0.04%
1,450
-17
SIXG
198
Defiance Connective Technologies ETF
SIXG
$764M
$71.9K 0.04%
2,300
FCX icon
199
Freeport-McMoran
FCX
$59.1B
$69.4K 0.03%
1,862
-112
CVS icon
200
CVS Health
CVS
$105B
$68.4K 0.03%
980
+137
6 7
8
9 10