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
701
$18.2K 0.01%
2,204
+105
702
$18.1K 0.01%
231
-129
703
$18K 0.01%
256
704
$17.9K 0.01%
433
705
$17.9K 0.01%
466
706
$17.8K 0.01%
428
707
$17.8K 0.01%
254
708
$17.7K 0.01%
412
709
$17.4K 0.01%
259
+196
710
$17.3K 0.01%
195
711
$17.3K 0.01%
492
712
$17.3K 0.01%
675
713
$17.3K 0.01%
191
714
$17.2K 0.01%
165
715
$17.2K 0.01%
617
+39
716
$17.1K 0.01%
440
717
$17K 0.01%
372
718
$17K 0.01%
369
+213
719
$17K 0.01%
152
+30
720
$16.8K 0.01%
101
721
$16.8K 0.01%
+435
722
$16.7K 0.01%
400
+13
723
$16.6K 0.01%
747
724
$16.6K 0.01%
860
725
$16.6K 0.01%
35
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