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
1226
$617 ﹤0.01%
16
1227
$608 ﹤0.01%
+25
1228
$604 ﹤0.01%
8
1229
$600 ﹤0.01%
+5
1230
$493 ﹤0.01%
5
1231
$486 ﹤0.01%
12
-52
1232
$454 ﹤0.01%
13
1233
$449 ﹤0.01%
3
1234
$441 ﹤0.01%
11
1235
$373 ﹤0.01%
2
1236
$371 ﹤0.01%
13
1237
$345 ﹤0.01%
3
1238
$343 ﹤0.01%
11
1239
$338 ﹤0.01%
44
1240
$301 ﹤0.01%
+1
1241
$264 ﹤0.01%
+4
1242
$250 ﹤0.01%
+3
1243
$241 ﹤0.01%
7
1244
$214 ﹤0.01%
8
1245
$175 ﹤0.01%
10
1246
$174 ﹤0.01%
1
1247
$144 ﹤0.01%
2
-926
1248
$123 ﹤0.01%
20
1249
$92 ﹤0.01%
1
1250
$59 ﹤0.01%
6
47 48 49
50
51