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
401
$48.8K 0.02%
4,783
402
$48.6K 0.02%
2,833
403
$48.5K 0.02%
607
-27
404
$47.9K 0.02%
1,812
405
$47.8K 0.02%
553
+14
406
$47.7K 0.02%
2,839
407
$47.1K 0.02%
2,026
408
$47.1K 0.02%
737
409
$46.9K 0.02%
1,659
410
$46.7K 0.02%
617
411
$46.2K 0.02%
905
412
$46.2K 0.02%
1,682
+317
413
$46.1K 0.02%
9,906
+1,040
414
$45.9K 0.02%
3,395
415
$45.7K 0.02%
542
-38
416
$45.7K 0.02%
2,529
417
$45.6K 0.02%
489
418
$45K 0.02%
1,995
-88
419
$45K 0.02%
163
-6
420
$44.8K 0.02%
442
421
$44.7K 0.02%
1,921
422
$44.3K 0.02%
461
423
$44.2K 0.02%
968
424
$44.1K 0.02%
1,421
425
$44K 0.02%
1,993
+506
15 16
17
18 19