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
826
$11.9K ﹤0.01%
285
827
$11.8K ﹤0.01%
1,108
828
$11.8K ﹤0.01%
189
829
$11.8K ﹤0.01%
160
830
$11.7K ﹤0.01%
325
+132
831
$11.7K ﹤0.01%
194
+10
832
$11.6K ﹤0.01%
39
-5
833
$11.6K ﹤0.01%
341
834
$11.6K ﹤0.01%
271
835
$11.5K ﹤0.01%
87
836
$11.5K ﹤0.01%
332
837
$11.4K ﹤0.01%
83
+10
838
$11.4K ﹤0.01%
307
839
$11.3K ﹤0.01%
385
840
$11.3K ﹤0.01%
134
+4
841
$11.2K ﹤0.01%
37
842
$11.2K ﹤0.01%
561
843
$11.1K ﹤0.01%
100
844
$11.1K ﹤0.01%
1,170
845
$11.1K ﹤0.01%
920
846
$11K ﹤0.01%
362
847
$11K ﹤0.01%
411
848
$11K ﹤0.01%
451
849
$11K ﹤0.01%
398
850
$11K ﹤0.01%
256
32 33
34
35 36