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
451
$40.2K 0.02%
162
452
$40.1K 0.02%
668
453
$39.8K 0.02%
525
454
$39.7K 0.02%
3,602
+826
455
$39.6K 0.02%
899
456
$39.5K 0.02%
340
457
$39.3K 0.02%
1,314
458
$39.3K 0.02%
748
459
$39.1K 0.02%
1,206
460
$39K 0.02%
994
461
$39K 0.02%
328
462
$38.7K 0.02%
654
463
$38.6K 0.02%
348
464
$38.5K 0.02%
874
465
$38.4K 0.02%
2,308
466
$38.2K 0.02%
395
467
$38.2K 0.02%
550
468
$38.1K 0.02%
877
469
$38K 0.01%
1,115
470
$37.8K 0.01%
230
471
$37.8K 0.01%
906
472
$37.7K 0.01%
409
473
$37.5K 0.01%
627
474
$37.5K 0.01%
979
475
$37.4K 0.01%
1,399
17 18
19
20 21