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
626
$23.3K 0.01%
80
+8
627
$23.1K 0.01%
400
628
$23.1K 0.01%
1,179
629
$23.1K 0.01%
551
630
$23.1K 0.01%
1,197
631
$23K 0.01%
1,512
632
$23K 0.01%
686
633
$22.9K 0.01%
389
+262
634
$22.9K 0.01%
571
635
$22.8K 0.01%
+2,518
636
$22.8K 0.01%
1,162
+427
637
$22.7K 0.01%
815
638
$22.7K 0.01%
1,499
639
$22.6K 0.01%
504
640
$22.5K 0.01%
521
641
$22.5K 0.01%
80
+3
642
$22.3K 0.01%
448
643
$22.3K 0.01%
1,044
644
$22.3K 0.01%
1,009
+265
645
$22.2K 0.01%
545
646
$22.2K 0.01%
347
647
$22.1K 0.01%
2,232
648
$22.1K 0.01%
270
649
$22K 0.01%
1,195
650
$22K 0.01%
109
-6