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
$206M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$708K
3
+$641K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$444K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$419K

Top Sells

1
+$298K
2
+$242K
3
+$204K
4
ADP icon
Automatic Data Processing
ADP
+$202K
5
VLY icon
Valley National Bancorp
VLY
+$194K

Sector Composition

1 Technology 14.23%
2 Healthcare 9.75%
3 Industrials 6.61%
4 Financials 5.64%
5 Consumer Discretionary 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
201
Micron Technology
MU
$234B
$64.1K 0.03%
1,015
+590
T icon
202
AT&T
T
$185B
$62.7K 0.03%
3,933
-2,076
IGV icon
203
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
$61.2K 0.03%
+885
NSC icon
204
Norfolk Southern
NSC
$65.4B
$61.2K 0.03%
270
-1
FDX icon
205
FedEx
FDX
$56.7B
$60.2K 0.03%
243
-1
FTEC icon
206
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$59.7K 0.03%
+457
CVS icon
207
CVS Health
CVS
$104B
$58.3K 0.03%
843
-1,998
APTV icon
208
Aptiv
APTV
$18.2B
$57.9K 0.03%
567
+383
SLB icon
209
SLB Limited
SLB
$49.6B
$57.9K 0.03%
1,178
+669
GD icon
210
General Dynamics
GD
$90.4B
$57K 0.03%
265
COF icon
211
Capital One
COF
$137B
$56.7K 0.03%
518
+18
RSP icon
212
Invesco S&P 500 Equal Weight ETF
RSP
$74.6B
$55.7K 0.03%
372
GE icon
213
GE Aerospace
GE
$321B
$55.6K 0.03%
634
+207
MET icon
214
MetLife
MET
$52.5B
$55.1K 0.03%
974
+189
PLD icon
215
Prologis
PLD
$117B
$54.8K 0.03%
447
-1
DRIV icon
216
Global X Autonomous & Electric Vehicles ETF
DRIV
$354M
$54K 0.03%
+2,073
ZTS icon
217
Zoetis
ZTS
$64.3B
$53.2K 0.03%
309
WBA
218
DELISTED
Walgreens Boots Alliance
WBA
$53K 0.03%
1,860
-106
TFC icon
219
Truist Financial
TFC
$55.2B
$52.8K 0.03%
1,739
-162
EXC icon
220
Exelon
EXC
$48.3B
$52.1K 0.03%
1,280
ALB icon
221
Albemarle
ALB
$11.3B
$52K 0.03%
233
+169
GLD icon
222
SPDR Gold Trust
GLD
$139B
$51.9K 0.03%
291
SCHW icon
223
Charles Schwab
SCHW
$173B
$51.4K 0.02%
906
+517
CMI icon
224
Cummins
CMI
$57.1B
$49.5K 0.02%
202
+102
BEPC icon
225
Brookfield Renewable
BEPC
$7.25B
$49.5K 0.02%
1,570
7 8
9
10 11