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
951
$7.21K ﹤0.01%
42
+2
952
$7.15K ﹤0.01%
1,439
953
$7.09K ﹤0.01%
162
954
$7.06K ﹤0.01%
74
+22
955
$7.05K ﹤0.01%
265
+24
956
$6.97K ﹤0.01%
353
957
$6.89K ﹤0.01%
34
-8
958
$6.88K ﹤0.01%
+21
959
$6.75K ﹤0.01%
88
+23
960
$6.71K ﹤0.01%
52
+19
961
$6.67K ﹤0.01%
73
962
$6.67K ﹤0.01%
200
963
$6.62K ﹤0.01%
176
+33
964
$6.57K ﹤0.01%
83
+3
965
$6.54K ﹤0.01%
834
966
$6.5K ﹤0.01%
150
967
$6.5K ﹤0.01%
120
-17
968
$6.48K ﹤0.01%
510
969
$6.4K ﹤0.01%
215
970
$6.38K ﹤0.01%
141
971
$6.34K ﹤0.01%
38
972
$6.32K ﹤0.01%
21
973
$6.3K ﹤0.01%
38
+2
974
$6.28K ﹤0.01%
41
+9
975
$6.25K ﹤0.01%
52
+4
37 38
39
40 41