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
851
$10.9K ﹤0.01%
658
852
$10.9K ﹤0.01%
58
+9
853
$10.9K ﹤0.01%
96
+2
854
$10.9K ﹤0.01%
342
+167
855
$10.8K ﹤0.01%
274
+12
856
$10.8K ﹤0.01%
746
857
$10.8K ﹤0.01%
95
858
$10.8K ﹤0.01%
100
859
$10.7K ﹤0.01%
88
860
$10.7K ﹤0.01%
144
+5
861
$10.7K ﹤0.01%
76
862
$10.7K ﹤0.01%
578
863
$10.6K ﹤0.01%
83
+3
864
$10.6K ﹤0.01%
455
865
$10.6K ﹤0.01%
172
+7
866
$10.6K ﹤0.01%
67
+3
867
$10.5K ﹤0.01%
295
868
$10.5K ﹤0.01%
347
869
$10.5K ﹤0.01%
67
870
$10.4K ﹤0.01%
+165
871
$10.4K ﹤0.01%
316
+40
872
$10.4K ﹤0.01%
100
+2
873
$10.4K ﹤0.01%
310
+66
874
$10.3K ﹤0.01%
361
875
$10.2K ﹤0.01%
423
33 34
35
36 37