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
226
$112K 0.04%
3,103
+23
227
$110K 0.04%
2,660
228
$109K 0.04%
2,340
+174
229
$109K 0.04%
817
230
$108K 0.04%
1,674
+11
231
$108K 0.04%
2,961
232
$108K 0.04%
1,419
233
$107K 0.04%
174
+2
234
$106K 0.04%
1,399
-52
235
$106K 0.04%
1,359
+18
236
$106K 0.04%
5,274
+231
237
$105K 0.04%
804
238
$104K 0.04%
1,065
-10
239
$102K 0.04%
2,421
+30
240
$102K 0.04%
277
241
$101K 0.04%
355
-5
242
$99.4K 0.04%
1,220
243
$98.2K 0.04%
847
244
$98.2K 0.04%
1,845
+10
245
$97.6K 0.04%
894
246
$97.6K 0.04%
1,095
247
$97K 0.04%
1,515
248
$94.9K 0.04%
1,522
249
$94.5K 0.04%
5,836
250
$93.1K 0.04%
1,055
+32
8 9
10
11 12