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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$236K
3
+$219K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VB icon
Vanguard Small-Cap ETF
VB
+$203K

Top Sells

1
+$518K
2
+$171K
3
+$161K
4
LECO icon
Lincoln Electric
LECO
+$153K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$103K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$14.1K 0.01%
369
777
$14.1K 0.01%
319
778
$14.1K 0.01%
62
+2
779
$14.1K 0.01%
1,959
780
$14.1K 0.01%
2,786
781
$14.1K 0.01%
608
782
$13.8K 0.01%
185
783
$13.8K 0.01%
141
784
$13.7K 0.01%
+1,916
785
$13.6K 0.01%
225
+34
786
$13.4K 0.01%
492
+52
787
$13.3K 0.01%
500
788
$13.3K 0.01%
401
789
$13.2K 0.01%
380
790
$13.2K 0.01%
40
791
$13.1K 0.01%
362
792
$13.1K 0.01%
588
793
$13.1K 0.01%
284
+55
794
$13K 0.01%
163
+18
795
$13K 0.01%
94
+4
796
$13K 0.01%
196
-8
797
$12.9K 0.01%
311
+160
798
$12.9K 0.01%
310
799
$12.9K 0.01%
227
+6
800
$12.9K 0.01%
590
+176
30 31
32
33 34