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
301
$71.5K 0.03%
720
302
$71.4K 0.03%
4,752
-422
303
$70.9K 0.03%
580
-55
304
$69.7K 0.03%
307
305
$68.9K 0.03%
3,460
306
$68.8K 0.03%
822
-14
307
$68.4K 0.03%
702
308
$68.3K 0.03%
561
309
$68.1K 0.03%
707
310
$68.1K 0.03%
2,690
311
$68K 0.03%
1,272
312
$67.6K 0.03%
742
313
$67.3K 0.03%
4,284
314
$67.1K 0.03%
197
315
$66.6K 0.03%
591
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316
$66.6K 0.03%
+2,111
317
$66.6K 0.03%
98
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318
$66.6K 0.03%
1,609
319
$66.1K 0.03%
351
320
$66K 0.03%
836
321
$65.8K 0.03%
3,344
+20
322
$65.5K 0.03%
1,426
323
$65.5K 0.03%
634
324
$65.4K 0.03%
328
325
$65.2K 0.03%
960
+180
11 12
13
14 15