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
1026
$4.59K ﹤0.01%
91
1027
$4.56K ﹤0.01%
25
+9
1028
$4.53K ﹤0.01%
53
1029
$4.51K ﹤0.01%
24
1030
$4.48K ﹤0.01%
98
1031
$4.47K ﹤0.01%
88
1032
$4.46K ﹤0.01%
51
+31
1033
$4.36K ﹤0.01%
38
+5
1034
$4.36K ﹤0.01%
138
1035
$4.32K ﹤0.01%
198
1036
$4.31K ﹤0.01%
27
1037
$4.25K ﹤0.01%
38
1038
$4.25K ﹤0.01%
199
1039
$4.24K ﹤0.01%
22
+2
1040
$4.23K ﹤0.01%
317
+12
1041
$4.21K ﹤0.01%
40
1042
$4.17K ﹤0.01%
166
+46
1043
$4.14K ﹤0.01%
276
1044
$4.11K ﹤0.01%
200
+4
1045
$4.09K ﹤0.01%
32
+4
1046
$4.08K ﹤0.01%
64
1047
$4.07K ﹤0.01%
37
1048
$4.04K ﹤0.01%
95
1049
$4.01K ﹤0.01%
19
1050
$3.97K ﹤0.01%
25
40 41
42
43 44