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
876
$10.1K ﹤0.01%
51
+4
877
$10.1K ﹤0.01%
41
+1
878
$10K ﹤0.01%
52
+11
879
$10K ﹤0.01%
179
880
$10K ﹤0.01%
408
881
$9.96K ﹤0.01%
1,027
882
$9.84K ﹤0.01%
267
883
$9.82K ﹤0.01%
300
884
$9.76K ﹤0.01%
42
885
$9.76K ﹤0.01%
165
886
$9.72K ﹤0.01%
453
-14
887
$9.72K ﹤0.01%
470
-362
888
$9.69K ﹤0.01%
571
889
$9.64K ﹤0.01%
285
-15
890
$9.63K ﹤0.01%
2,955
891
$9.58K ﹤0.01%
161
892
$9.54K ﹤0.01%
77
+7
893
$9.53K ﹤0.01%
652
+110
894
$9.52K ﹤0.01%
38
895
$9.5K ﹤0.01%
131
896
$9.47K ﹤0.01%
85
+4
897
$9.44K ﹤0.01%
34
+1
898
$9.44K ﹤0.01%
280
899
$9.43K ﹤0.01%
56
900
$9.4K ﹤0.01%
157
34 35
36
37 38