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
276
$78.4K 0.03%
292
+11
277
$77.8K 0.03%
1,056
278
$77.7K 0.03%
861
+10
279
$77.1K 0.03%
862
280
$76.8K 0.03%
181
281
$76.5K 0.03%
3,692
282
$76K 0.03%
1,242
283
$75.9K 0.03%
697
284
$75.8K 0.03%
386
285
$75.6K 0.03%
737
286
$75.6K 0.03%
582
287
$75.2K 0.03%
600
288
$74.1K 0.03%
310
+11
289
$74.1K 0.03%
2,349
290
$74K 0.03%
7,162
291
$73.7K 0.03%
831
292
$73.6K 0.03%
623
+37
293
$73.5K 0.03%
873
294
$73.4K 0.03%
1,264
295
$72.9K 0.03%
2,268
-69
296
$72.8K 0.03%
190
+7
297
$72.6K 0.03%
454
-59
298
$72.3K 0.03%
1,500
+86
299
$72.2K 0.03%
2,246
300
$72K 0.03%
666
-19
10 11
12
13 14