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
576
$28.1K 0.01%
588
+303
577
$27.9K 0.01%
1,234
578
$27.9K 0.01%
206
579
$27.9K 0.01%
552
580
$27.8K 0.01%
1,621
581
$27.7K 0.01%
1,024
582
$27.7K 0.01%
317
583
$27.6K 0.01%
183
+3
584
$27.5K 0.01%
802
585
$27.5K 0.01%
774
586
$27K 0.01%
67
587
$27K 0.01%
407
588
$26.9K 0.01%
375
+9
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$26.9K 0.01%
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$26.8K 0.01%
666
591
$26.7K 0.01%
1,739
592
$26.4K 0.01%
577
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593
$26.4K 0.01%
642
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$26.3K 0.01%
710
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$25.9K 0.01%
2,115
596
$25.9K 0.01%
411
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$25.8K 0.01%
671
598
$25.6K 0.01%
11
+2
599
$25.6K 0.01%
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600
$25.3K 0.01%
488