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
FDX icon
201
FedEx
FDX
$56.1B
$67.6K 0.03%
255
+12
XLC icon
202
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$66.6K 0.03%
1,015
QQEW icon
203
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.92B
$65.9K 0.03%
634
GE icon
204
GE Aerospace
GE
$318B
$64.3K 0.03%
729
+95
MET icon
205
MetLife
MET
$52.2B
$62.7K 0.03%
997
+23
INTU icon
206
Intuit
INTU
$184B
$62.3K 0.03%
122
+18
GD icon
207
General Dynamics
GD
$89.1B
$62.1K 0.03%
281
+16
IGV icon
208
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
$60.4K 0.03%
885
GS icon
209
Goldman Sachs
GS
$232B
$59.9K 0.03%
185
-29
ZTS icon
210
Zoetis
ZTS
$63.8B
$59.2K 0.03%
340
+31
ASML icon
211
ASML
ASML
$400B
$58.9K 0.03%
100
LIN icon
212
Linde
LIN
$211B
$58.8K 0.03%
158
+31
AXP icon
213
American Express
AXP
$239B
$58.5K 0.03%
392
-1
ACN icon
214
Accenture
ACN
$148B
$57.7K 0.03%
188
+44
APTV icon
215
Aptiv
APTV
$18B
$56.6K 0.03%
574
+7
FTEC icon
216
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$56.2K 0.03%
457
NSC icon
217
Norfolk Southern
NSC
$65B
$55.3K 0.03%
281
+11
LAZR icon
218
Luminar Technologies
LAZR
$133M
$54.6K 0.03%
800
BXSL icon
219
Blackstone Secured Lending
BXSL
$5.98B
$54.6K 0.03%
1,995
-841
RSP icon
220
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$52.7K 0.03%
372
MDT icon
221
Medtronic
MDT
$123B
$52K 0.03%
664
+126
IBDR icon
222
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$50.6K 0.02%
+2,170
EXC icon
223
Exelon
EXC
$48.3B
$50.5K 0.02%
1,337
+57
PLD icon
224
Prologis
PLD
$115B
$50.2K 0.02%
447
TFC icon
225
Truist Financial
TFC
$54.5B
$50K 0.02%
1,747
+8
7 8
9
10 11