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
101
$405K 0.16%
1,891
+4
102
$402K 0.16%
4,207
-8
103
$394K 0.15%
1,204
+4
104
$386K 0.15%
4,354
-118
105
$386K 0.15%
2,270
+5
106
$384K 0.15%
6,270
+10
107
$384K 0.15%
16,803
+58
108
$382K 0.15%
5,340
109
$381K 0.15%
2,993
+44
110
$372K 0.15%
494
+2
111
$370K 0.15%
1,427
+2
112
$367K 0.14%
3,748
-5,285
113
$361K 0.14%
6,463
+117
114
$361K 0.14%
7,048
115
$349K 0.14%
1,856
116
$341K 0.13%
12,500
117
$338K 0.13%
13,899
118
$324K 0.13%
1,014
+10
119
$324K 0.13%
2,656
-15
120
$318K 0.13%
3,354
121
$317K 0.12%
2,389
+16
122
$314K 0.12%
687
123
$313K 0.12%
4,544
+11
124
$313K 0.12%
4,157
+17
125
$312K 0.12%
11,342
+906
3 4
5
6 7