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
1201
$1.02K ﹤0.01%
3
-3
1202
$1.01K ﹤0.01%
19
1203
$984 ﹤0.01%
84
1204
$962 ﹤0.01%
+11
1205
$955 ﹤0.01%
+10
1206
$913 ﹤0.01%
20
1207
$873 ﹤0.01%
7
-7
1208
$869 ﹤0.01%
32
-12
1209
$855 ﹤0.01%
20
1210
$849 ﹤0.01%
+12
1211
$839 ﹤0.01%
19
1212
$817 ﹤0.01%
18
1213
$800 ﹤0.01%
6
1214
$797 ﹤0.01%
18
1215
$794 ﹤0.01%
25
1216
$779 ﹤0.01%
17
1217
$769 ﹤0.01%
52
1218
$750 ﹤0.01%
51
1219
$745 ﹤0.01%
+8
1220
$744 ﹤0.01%
11
1221
$727 ﹤0.01%
8
1222
$723 ﹤0.01%
26
1223
$702 ﹤0.01%
10
1224
$702 ﹤0.01%
16
1225
$636 ﹤0.01%
+30
47 48
49
50 51