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
751
$15.5K 0.01%
1,609
752
$15.5K 0.01%
63
-12
753
$15.5K 0.01%
120
754
$15.5K 0.01%
371
755
$15.4K 0.01%
99
+13
756
$15.2K 0.01%
292
757
$15K 0.01%
275
758
$14.9K 0.01%
438
+60
759
$14.9K 0.01%
207
760
$14.9K 0.01%
222
761
$14.9K 0.01%
+1,050
762
$14.8K 0.01%
86
+3
763
$14.8K 0.01%
190
764
$14.7K 0.01%
402
765
$14.7K 0.01%
178
766
$14.5K 0.01%
327
767
$14.5K 0.01%
149
768
$14.5K 0.01%
242
769
$14.5K 0.01%
+141
770
$14.5K 0.01%
536
771
$14.4K 0.01%
105
772
$14.4K 0.01%
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773
$14.3K 0.01%
186
774
$14.3K 0.01%
272
775
$14.2K 0.01%
345