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
1101
$2.79K ﹤0.01%
102
1102
$2.76K ﹤0.01%
9
1103
$2.73K ﹤0.01%
45
+7
1104
$2.73K ﹤0.01%
34
1105
$2.72K ﹤0.01%
145
1106
$2.72K ﹤0.01%
48
1107
$2.72K ﹤0.01%
152
1108
$2.72K ﹤0.01%
72
1109
$2.66K ﹤0.01%
108
1110
$2.65K ﹤0.01%
145
1111
$2.54K ﹤0.01%
112
+17
1112
$2.52K ﹤0.01%
11
+2
1113
$2.51K ﹤0.01%
20
1114
$2.49K ﹤0.01%
19
1115
$2.49K ﹤0.01%
47
1116
$2.46K ﹤0.01%
65
1117
$2.45K ﹤0.01%
171
1118
$2.45K ﹤0.01%
80
1119
$2.43K ﹤0.01%
12
1120
$2.41K ﹤0.01%
17
1121
$2.39K ﹤0.01%
50
+22
1122
$2.37K ﹤0.01%
58
1123
$2.36K ﹤0.01%
81
1124
$2.33K ﹤0.01%
18
1125
$2.32K ﹤0.01%
62
43 44
45
46 47