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
901
$9.34K ﹤0.01%
554
+129
902
$9.32K ﹤0.01%
779
903
$9.29K ﹤0.01%
416
904
$9.27K ﹤0.01%
439
905
$9.26K ﹤0.01%
1,715
906
$9.24K ﹤0.01%
636
907
$9.23K ﹤0.01%
77
-5
908
$9.2K ﹤0.01%
202
+52
909
$9.07K ﹤0.01%
106
+4
910
$9.06K ﹤0.01%
350
911
$9.03K ﹤0.01%
34
+1
912
$9.01K ﹤0.01%
37
+15
913
$9K ﹤0.01%
474
914
$8.96K ﹤0.01%
248
+8
915
$8.96K ﹤0.01%
218
916
$8.95K ﹤0.01%
352
917
$8.85K ﹤0.01%
287
918
$8.69K ﹤0.01%
690
919
$8.59K ﹤0.01%
241
920
$8.51K ﹤0.01%
417
921
$8.5K ﹤0.01%
125
922
$8.48K ﹤0.01%
48
923
$8.35K ﹤0.01%
206
924
$8.32K ﹤0.01%
72
+3
925
$8.32K ﹤0.01%
169
35 36
37
38 39