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
726
$16.5K 0.01%
208
727
$16.5K 0.01%
361
728
$16.5K 0.01%
545
-21
729
$16.5K 0.01%
450
730
$16.4K 0.01%
336
731
$16.4K 0.01%
192
-20
732
$16.4K 0.01%
611
+67
733
$16.3K 0.01%
89
734
$16.3K 0.01%
612
735
$16.3K 0.01%
414
736
$16.3K 0.01%
432
737
$16.2K 0.01%
1,023
738
$16.2K 0.01%
349
739
$16.2K 0.01%
515
740
$16.1K 0.01%
285
741
$16.1K 0.01%
2,958
742
$16.1K 0.01%
231
743
$16.1K 0.01%
54
744
$16K 0.01%
1,364
745
$15.8K 0.01%
57
+3
746
$15.8K 0.01%
105
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747
$15.7K 0.01%
564
748
$15.7K 0.01%
408
+218
749
$15.7K 0.01%
854
750
$15.6K 0.01%
1,260