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
676
$19.7K 0.01%
475
677
$19.7K 0.01%
2,805
678
$19.6K 0.01%
1,464
679
$19.4K 0.01%
644
680
$19.4K 0.01%
391
681
$19.3K 0.01%
185
682
$19.3K 0.01%
290
+10
683
$19.2K 0.01%
738
684
$19.2K 0.01%
500
685
$19.1K 0.01%
4,000
686
$19K 0.01%
808
687
$18.8K 0.01%
307
+140
688
$18.8K 0.01%
761
689
$18.7K 0.01%
84
690
$18.7K 0.01%
71
691
$18.7K 0.01%
259
692
$18.7K 0.01%
1,173
693
$18.6K 0.01%
2,325
694
$18.6K 0.01%
550
695
$18.5K 0.01%
746
696
$18.4K 0.01%
704
697
$18.4K 0.01%
768
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$18.3K 0.01%
621
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699
$18.3K 0.01%
211
700
$18.2K 0.01%
1,719