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
601
$25.3K 0.01%
792
602
$25.2K 0.01%
795
+16
603
$25.2K 0.01%
136
604
$25.1K 0.01%
371
605
$25.1K 0.01%
813
606
$24.6K 0.01%
1,343
+855
607
$24.6K 0.01%
767
608
$24.6K 0.01%
111
+6
609
$24.6K 0.01%
4,268
+499
610
$24.5K 0.01%
730
611
$24.5K 0.01%
+461
612
$24.5K 0.01%
1,701
613
$24.3K 0.01%
+67
614
$24.3K 0.01%
191
+25
615
$24.3K 0.01%
492
616
$24.3K 0.01%
840
617
$24.2K 0.01%
454
618
$24.2K 0.01%
1,236
619
$24.1K 0.01%
493
620
$23.9K 0.01%
106
621
$23.9K 0.01%
425
622
$23.7K 0.01%
103
+3
623
$23.6K 0.01%
480
-267
624
$23.4K 0.01%
418
625
$23.3K 0.01%
670
+138