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
1126
$2.31K ﹤0.01%
10
1127
$2.28K ﹤0.01%
7
1128
$2.26K ﹤0.01%
11
1129
$2.22K ﹤0.01%
53
1130
$2.21K ﹤0.01%
20
1131
$2.17K ﹤0.01%
28
+3
1132
$2.13K ﹤0.01%
41
1133
$2.1K ﹤0.01%
2
1134
$2.06K ﹤0.01%
26
+7
1135
$2.03K ﹤0.01%
26
1136
$2.02K ﹤0.01%
29
1137
$2.01K ﹤0.01%
14
1138
$2K ﹤0.01%
11
+8
1139
$1.93K ﹤0.01%
19
1140
$1.92K ﹤0.01%
22
1141
$1.92K ﹤0.01%
21
1142
$1.91K ﹤0.01%
17
+7
1143
$1.9K ﹤0.01%
49
1144
$1.88K ﹤0.01%
7
1145
$1.87K ﹤0.01%
26
-2
1146
$1.87K ﹤0.01%
104
1147
$1.85K ﹤0.01%
24
1148
$1.83K ﹤0.01%
100
1149
$1.8K ﹤0.01%
+35
1150
$1.79K ﹤0.01%
44
+7
44 45
46
47 48