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
1051
$3.88K ﹤0.01%
+8
1052
$3.85K ﹤0.01%
35
1053
$3.85K ﹤0.01%
132
1054
$3.83K ﹤0.01%
+19
1055
$3.77K ﹤0.01%
86
1056
$3.75K ﹤0.01%
85
1057
$3.74K ﹤0.01%
63
1058
$3.69K ﹤0.01%
20
+2
1059
$3.66K ﹤0.01%
45
-1
1060
$3.62K ﹤0.01%
322
1061
$3.61K ﹤0.01%
338
1062
$3.59K ﹤0.01%
213
+123
1063
$3.55K ﹤0.01%
33
+20
1064
$3.47K ﹤0.01%
69
1065
$3.47K ﹤0.01%
19
-11
1066
$3.43K ﹤0.01%
119
1067
$3.36K ﹤0.01%
35
+3
1068
$3.35K ﹤0.01%
16
1069
$3.34K ﹤0.01%
31
1070
$3.27K ﹤0.01%
+31
1071
$3.25K ﹤0.01%
+31
1072
$3.22K ﹤0.01%
205
1073
$3.21K ﹤0.01%
10
1074
$3.17K ﹤0.01%
64
1075
$3.16K ﹤0.01%
112
41 42
43
44 45