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
376
$54.3K 0.02%
1,361
377
$54.2K 0.02%
568
378
$53.8K 0.02%
578
379
$53.7K 0.02%
1,455
+45
380
$53K 0.02%
173
381
$52.7K 0.02%
372
382
$52.2K 0.02%
578
383
$51.9K 0.02%
755
384
$51.8K 0.02%
1,390
385
$51.6K 0.02%
862
386
$51.2K 0.02%
226
+30
387
$51K 0.02%
1,161
388
$50.5K 0.02%
1,178
389
$50.5K 0.02%
1,264
390
$50.4K 0.02%
4,960
391
$50.2K 0.02%
454
392
$49.6K 0.02%
63
393
$49.5K 0.02%
1,951
394
$49.5K 0.02%
1,144
395
$49.4K 0.02%
1,834
396
$49.2K 0.02%
2,616
397
$49.1K 0.02%
992
398
$49.1K 0.02%
852
399
$48.9K 0.02%
231
400
$48.9K 0.02%
1,834
14 15
16
17 18