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
476
$37.3K 0.01%
+1,227
477
$37.3K 0.01%
133
+7
478
$37.2K 0.01%
748
+34
479
$37.2K 0.01%
3,024
480
$37.1K 0.01%
120
481
$37K 0.01%
472
482
$36.8K 0.01%
1,040
483
$36.7K 0.01%
487
484
$36.7K 0.01%
943
485
$36.7K 0.01%
1,236
486
$36.5K 0.01%
405
487
$36.2K 0.01%
1,277
488
$35.9K 0.01%
667
489
$35.8K 0.01%
831
490
$35.6K 0.01%
195
+10
491
$35.4K 0.01%
409
492
$35.3K 0.01%
1,678
493
$35.3K 0.01%
948
494
$35.3K 0.01%
1,025
495
$35.2K 0.01%
625
496
$35K 0.01%
1,471
497
$35K 0.01%
447
498
$34.9K 0.01%
143
499
$34.9K 0.01%
476
500
$34.9K 0.01%
522
+6
18 19
20
21 22