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
1176
$1.39K ﹤0.01%
+100
1177
$1.38K ﹤0.01%
54
1178
$1.34K ﹤0.01%
8
1179
$1.34K ﹤0.01%
13
+3
1180
$1.32K ﹤0.01%
6
1181
$1.31K ﹤0.01%
5
-2
1182
$1.28K ﹤0.01%
7
1183
$1.28K ﹤0.01%
10
1184
$1.26K ﹤0.01%
34
1185
$1.26K ﹤0.01%
3
1186
$1.25K ﹤0.01%
10
+2
1187
$1.23K ﹤0.01%
10
1188
$1.2K ﹤0.01%
+7
1189
$1.2K ﹤0.01%
8
-4
1190
$1.19K ﹤0.01%
55
+10
1191
$1.15K ﹤0.01%
17
1192
$1.15K ﹤0.01%
21
1193
$1.15K ﹤0.01%
7
1194
$1.12K ﹤0.01%
15
+2
1195
$1.11K ﹤0.01%
27
1196
$1.07K ﹤0.01%
78
1197
$1.06K ﹤0.01%
30
1198
$1.05K ﹤0.01%
54
1199
$1.05K ﹤0.01%
7
-5
1200
$1.04K ﹤0.01%
33
46 47
48
49 50