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
1076
$3.15K ﹤0.01%
44
1077
$3.15K ﹤0.01%
23
1078
$3.14K ﹤0.01%
25
1079
$3.13K ﹤0.01%
91
1080
$3.1K ﹤0.01%
31
1081
$3.06K ﹤0.01%
37
1082
$3.05K ﹤0.01%
29
1083
$3.04K ﹤0.01%
44
1084
$3.03K ﹤0.01%
65
1085
$3.03K ﹤0.01%
23
1086
$2.97K ﹤0.01%
95
+25
1087
$2.93K ﹤0.01%
36
1088
$2.9K ﹤0.01%
33
1089
$2.89K ﹤0.01%
91
1090
$2.89K ﹤0.01%
108
1091
$2.88K ﹤0.01%
15
1092
$2.87K ﹤0.01%
56
1093
$2.86K ﹤0.01%
80
1094
$2.86K ﹤0.01%
68
1095
$2.84K ﹤0.01%
9
-4
1096
$2.81K ﹤0.01%
20
1097
$2.81K ﹤0.01%
13
1098
$2.8K ﹤0.01%
363
-125
1099
$2.8K ﹤0.01%
57
+18
1100
$2.8K ﹤0.01%
68
42 43
44
45 46