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
801
$12.9K 0.01%
490
802
$12.8K 0.01%
337
803
$12.8K 0.01%
912
804
$12.8K 0.01%
719
805
$12.8K 0.01%
1,118
806
$12.7K 0.01%
1,088
807
$12.6K 0.01%
149
-7
808
$12.6K ﹤0.01%
406
809
$12.5K ﹤0.01%
360
810
$12.5K ﹤0.01%
58
-10
811
$12.4K ﹤0.01%
469
+56
812
$12.4K ﹤0.01%
212
813
$12.4K ﹤0.01%
387
814
$12.4K ﹤0.01%
604
815
$12.3K ﹤0.01%
325
816
$12.2K ﹤0.01%
170
817
$12.2K ﹤0.01%
231
818
$12.2K ﹤0.01%
72
+1
819
$12.1K ﹤0.01%
1,931
820
$12.1K ﹤0.01%
343
821
$12.1K ﹤0.01%
231
+24
822
$12.1K ﹤0.01%
390
823
$12.1K ﹤0.01%
401
824
$12K ﹤0.01%
84
+20
825
$12K ﹤0.01%
218
31 32
33
34 35