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
26
$1.86M 0.73%
6,332
-36
27
$1.8M 0.71%
24,177
+143
28
$1.71M 0.67%
16,580
+80
29
$1.7M 0.67%
8,930
+9
30
$1.7M 0.67%
12,540
-4
31
$1.63M 0.64%
23,197
+20
32
$1.63M 0.64%
118,303
-2,689
33
$1.58M 0.62%
21,425
+29
34
$1.56M 0.62%
14,930
-691
35
$1.53M 0.6%
6,873
+33
36
$1.41M 0.56%
24,761
+3,049
37
$1.32M 0.52%
6,226
+39
38
$1.24M 0.49%
5,098
-21
39
$1.24M 0.49%
10,848
-233
40
$1.24M 0.49%
23,474
+5
41
$1.16M 0.45%
15,296
42
$1.1M 0.43%
5,149
+950
43
$1.1M 0.43%
18,943
+622
44
$1.07M 0.42%
16,747
+56
45
$1.05M 0.41%
2,894
+2,159
46
$1.03M 0.41%
18,920
-143
47
$984K 0.39%
3,851
+34
48
$962K 0.38%
4,150
+10
49
$948K 0.37%
5,017
+26
50
$911K 0.36%
4,122
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2
3 4 5