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
351
$59K 0.02%
921
352
$58.8K 0.02%
263
353
$58.8K 0.02%
2,175
354
$58.5K 0.02%
569
355
$58.4K 0.02%
830
356
$57.7K 0.02%
573
357
$57.4K 0.02%
364
358
$57.4K 0.02%
1,895
359
$57.4K 0.02%
3,124
360
$57.3K 0.02%
900
361
$57.1K 0.02%
208
+1
362
$57.1K 0.02%
2,085
363
$56.3K 0.02%
1,674
364
$56K 0.02%
429
365
$55.9K 0.02%
548
366
$55.8K 0.02%
1,169
367
$55.7K 0.02%
2,321
368
$55.4K 0.02%
305
+18
369
$55.3K 0.02%
649
370
$55.3K 0.02%
746
371
$55.2K 0.02%
1,524
372
$54.8K 0.02%
304
+32
373
$54.7K 0.02%
812
+131
374
$54.6K 0.02%
2,811
375
$54.6K 0.02%
1,323
+102
13 14
15
16 17