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
76
$558K 0.22%
34,400
77
$529K 0.21%
3,743
+9
78
$529K 0.21%
39,600
+760
79
$526K 0.21%
4,814
-321
80
$524K 0.21%
1,418
81
$522K 0.21%
7,889
+19
82
$518K 0.2%
1,058
83
$507K 0.2%
2,088
+12
84
$503K 0.2%
9,732
+4
85
$499K 0.2%
2,673
86
$493K 0.19%
3,169
+2
87
$492K 0.19%
9,430
-20
88
$487K 0.19%
8,326
+22
89
$456K 0.18%
1,269
90
$455K 0.18%
2,147
-4
91
$439K 0.17%
1,725
+16
92
$432K 0.17%
3,449
+20
93
$428K 0.17%
3,933
-114
94
$423K 0.17%
2,459
+5
95
$420K 0.17%
19,273
-687
96
$417K 0.16%
1,116
97
$416K 0.16%
5,277
-19
98
$410K 0.16%
1,031
+7
99
$410K 0.16%
4,699
-243
100
$409K 0.16%
2,909
-21
2 3
4
5 6