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
926
$8.29K ﹤0.01%
497
927
$8.26K ﹤0.01%
182
928
$8.26K ﹤0.01%
25
929
$8.24K ﹤0.01%
29
+3
930
$8.24K ﹤0.01%
314
931
$8.21K ﹤0.01%
396
932
$7.99K ﹤0.01%
294
933
$7.97K ﹤0.01%
98
934
$7.96K ﹤0.01%
381
935
$7.93K ﹤0.01%
32
936
$7.75K ﹤0.01%
153
+28
937
$7.75K ﹤0.01%
428
938
$7.7K ﹤0.01%
368
939
$7.67K ﹤0.01%
57
940
$7.67K ﹤0.01%
94
941
$7.6K ﹤0.01%
409
942
$7.58K ﹤0.01%
14
943
$7.57K ﹤0.01%
39
-1
944
$7.51K ﹤0.01%
466
945
$7.5K ﹤0.01%
210
946
$7.45K ﹤0.01%
452
947
$7.42K ﹤0.01%
313
+11
948
$7.37K ﹤0.01%
69
949
$7.34K ﹤0.01%
325
950
$7.27K ﹤0.01%
110
36 37
38
39 40