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
1151
$1.77K ﹤0.01%
29
1152
$1.77K ﹤0.01%
10
1153
$1.75K ﹤0.01%
50
1154
$1.75K ﹤0.01%
28
1155
$1.73K ﹤0.01%
48
+36
1156
$1.71K ﹤0.01%
9
1157
$1.71K ﹤0.01%
32
-2
1158
$1.68K ﹤0.01%
18
1159
$1.68K ﹤0.01%
8
1160
$1.66K ﹤0.01%
24
1161
$1.65K ﹤0.01%
9
1162
$1.63K ﹤0.01%
43
+4
1163
$1.63K ﹤0.01%
32
1164
$1.62K ﹤0.01%
139
+31
1165
$1.58K ﹤0.01%
43
1166
$1.57K ﹤0.01%
5
1167
$1.57K ﹤0.01%
100
1168
$1.57K ﹤0.01%
30
1169
$1.55K ﹤0.01%
30
1170
$1.51K ﹤0.01%
+59
1171
$1.5K ﹤0.01%
91
1172
$1.49K ﹤0.01%
30
1173
$1.46K ﹤0.01%
7
1174
$1.45K ﹤0.01%
11
1175
$1.41K ﹤0.01%
38
45 46
47
48 49