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
651
$21.9K 0.01%
1,112
652
$21.8K 0.01%
760
653
$21.8K 0.01%
485
654
$21.7K 0.01%
636
655
$21.7K 0.01%
67
+6
656
$21.5K 0.01%
+1,387
657
$21.5K 0.01%
100
658
$21.4K 0.01%
87
+3
659
$21.3K 0.01%
1,097
660
$21.3K 0.01%
1,600
661
$21.2K 0.01%
1,349
662
$21.2K 0.01%
413
663
$21K 0.01%
722
664
$20.8K 0.01%
234
665
$20.8K 0.01%
542
+148
666
$20.7K 0.01%
246
667
$20.6K 0.01%
457
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668
$20.5K 0.01%
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669
$20.3K 0.01%
350
670
$20.2K 0.01%
1,085
671
$20.1K 0.01%
307
+26
672
$20K 0.01%
497
673
$19.9K 0.01%
223
+19
674
$19.8K 0.01%
497
675
$19.8K 0.01%
1,657
25 26
27
28 29