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
526
$32.2K 0.01%
1,600
527
$32.2K 0.01%
658
528
$32.2K 0.01%
248
529
$32K 0.01%
1,846
530
$31.9K 0.01%
1,397
+270
531
$31.6K 0.01%
94
532
$31.6K 0.01%
1,346
+219
533
$31.5K 0.01%
2,189
534
$31.4K 0.01%
2,032
535
$31.3K 0.01%
411
+65
536
$31.3K 0.01%
360
+3
537
$31.1K 0.01%
640
538
$31.1K 0.01%
5,150
539
$30.9K 0.01%
684
540
$30.8K 0.01%
566
541
$30.8K 0.01%
522
542
$30.6K 0.01%
790
543
$30.6K 0.01%
1,695
+50
544
$30.5K 0.01%
464
545
$30.4K 0.01%
1,286
546
$30.4K 0.01%
424
547
$30.4K 0.01%
560
548
$30.2K 0.01%
2,007
549
$30.2K 0.01%
394
550
$30.2K 0.01%
+260