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
326
$64.6K 0.03%
1,100
327
$64.2K 0.03%
430
328
$64.1K 0.03%
406
+11
329
$64K 0.03%
1,189
330
$63.7K 0.03%
501
+3
331
$63.1K 0.02%
440
332
$62.9K 0.02%
967
333
$62.8K 0.02%
809
+3
334
$62.5K 0.02%
666
335
$62.5K 0.02%
1,896
336
$62.2K 0.02%
1,120
337
$62.2K 0.02%
1,324
338
$62K 0.02%
4,436
339
$61.8K 0.02%
1,600
340
$61.8K 0.02%
834
341
$61.8K 0.02%
2,768
-468
342
$61.7K 0.02%
704
343
$61.4K 0.02%
560
344
$61.3K 0.02%
482
345
$61.2K 0.02%
818
+72
346
$60.8K 0.02%
3,774
347
$60.6K 0.02%
990
348
$60.6K 0.02%
1,053
349
$60.3K 0.02%
1,859
350
$59.2K 0.02%
1,544
12 13
14
15 16