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
251
$92.9K 0.04%
613
-26
252
$92.5K 0.04%
2,050
+14
253
$91.8K 0.04%
2,839
254
$91.4K 0.04%
3,237
255
$90.8K 0.04%
1,184
256
$90.6K 0.04%
1,524
-12
257
$90K 0.04%
1,832
258
$89.5K 0.04%
1,485
+9
259
$89.4K 0.04%
441
+9
260
$88.6K 0.03%
2,994
261
$88.2K 0.03%
360
262
$87.1K 0.03%
1,467
-1
263
$85.7K 0.03%
1,470
264
$85.3K 0.03%
1,016
265
$84.7K 0.03%
2,254
266
$84.3K 0.03%
177
267
$83.6K 0.03%
353
268
$83.3K 0.03%
4,307
269
$82.4K 0.03%
2,986
270
$80.8K 0.03%
2,368
271
$80.8K 0.03%
1,180
+6
272
$80.7K 0.03%
7,170
-116
273
$80K 0.03%
328
274
$79.6K 0.03%
3,043
275
$79.6K 0.03%
305
9 10
11
12 13