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
976
$6.21K ﹤0.01%
108
+12
977
$6.18K ﹤0.01%
224
-26
978
$6.16K ﹤0.01%
120
+10
979
$6.05K ﹤0.01%
50
+9
980
$6.01K ﹤0.01%
276
981
$6K ﹤0.01%
198
982
$5.95K ﹤0.01%
190
983
$5.89K ﹤0.01%
127
984
$5.88K ﹤0.01%
232
985
$5.86K ﹤0.01%
138
986
$5.86K ﹤0.01%
59
987
$5.82K ﹤0.01%
41
988
$5.82K ﹤0.01%
180
989
$5.81K ﹤0.01%
190
990
$5.8K ﹤0.01%
67
+7
991
$5.78K ﹤0.01%
106
+15
992
$5.76K ﹤0.01%
207
993
$5.76K ﹤0.01%
170
994
$5.73K ﹤0.01%
92
+17
995
$5.71K ﹤0.01%
38
+6
996
$5.68K ﹤0.01%
+200
997
$5.68K ﹤0.01%
197
998
$5.65K ﹤0.01%
28
+14
999
$5.61K ﹤0.01%
34
1000
$5.51K ﹤0.01%
331
38 39
40
41 42