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
51
$910K 0.36%
2,445
+25
52
$893K 0.35%
2,386
+3
53
$880K 0.35%
46,790
-542
54
$834K 0.33%
5,894
+102
55
$792K 0.31%
3,594
+17
56
$787K 0.31%
13,220
+40
57
$768K 0.3%
11,244
-4
58
$754K 0.3%
5,642
+36
59
$740K 0.29%
11,726
+20
60
$733K 0.29%
3,973
+33
61
$719K 0.28%
34,017
-1,001
62
$711K 0.28%
3,592
+105
63
$710K 0.28%
19,586
-18
64
$701K 0.28%
2,900
65
$667K 0.26%
121,470
-29,312
66
$665K 0.26%
1,868
+25
67
$658K 0.26%
10,112
68
$644K 0.25%
2,908
+931
69
$631K 0.25%
2,535
+4
70
$622K 0.24%
3,116
71
$607K 0.24%
11,214
+36
72
$605K 0.24%
1,272
+15
73
$587K 0.23%
5,057
-15
74
$572K 0.23%
4,316
-17
75
$571K 0.22%
1,619
+5
1 2
3
4 5