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
426
$43.9K 0.02%
664
427
$43.7K 0.02%
109
428
$43.6K 0.02%
694
429
$43.5K 0.02%
933
430
$43.5K 0.02%
1,087
431
$43.2K 0.02%
830
432
$42.9K 0.02%
3,326
433
$42.8K 0.02%
910
434
$42.8K 0.02%
1,561
435
$42.5K 0.02%
1,072
436
$42.4K 0.02%
852
437
$42.2K 0.02%
865
438
$42.1K 0.02%
+284
439
$42.1K 0.02%
990
440
$41.5K 0.02%
454
441
$41.5K 0.02%
1,552
442
$41.4K 0.02%
464
443
$41.3K 0.02%
589
+391
444
$41.2K 0.02%
3,486
445
$41.2K 0.02%
443
+19
446
$40.9K 0.02%
623
447
$40.7K 0.02%
173
448
$40.5K 0.02%
258
449
$40.4K 0.02%
475
450
$40.3K 0.02%
695
16 17
18
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