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
1001
$5.45K ﹤0.01%
75
+4
1002
$5.43K ﹤0.01%
30
-6
1003
$5.42K ﹤0.01%
33
+6
1004
$5.4K ﹤0.01%
+88
1005
$5.38K ﹤0.01%
47
-3
1006
$5.37K ﹤0.01%
20
-3
1007
$5.31K ﹤0.01%
75
+5
1008
$5.29K ﹤0.01%
371
1009
$5.28K ﹤0.01%
521
1010
$5.27K ﹤0.01%
152
1011
$5.16K ﹤0.01%
51
1012
$5.11K ﹤0.01%
63
1013
$5.06K ﹤0.01%
45
1014
$5.04K ﹤0.01%
83
1015
$4.96K ﹤0.01%
100
1016
$4.96K ﹤0.01%
111
-7
1017
$4.95K ﹤0.01%
83
+7
1018
$4.95K ﹤0.01%
592
1019
$4.82K ﹤0.01%
33
1020
$4.8K ﹤0.01%
226
+11
1021
$4.79K ﹤0.01%
33
1022
$4.7K ﹤0.01%
31
1023
$4.68K ﹤0.01%
43
1024
$4.64K ﹤0.01%
48
+7
1025
$4.59K ﹤0.01%
51
39 40
41
42 43