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
1251
$52 ﹤0.01%
10
1252
$40 ﹤0.01%
+4
1253
$9 ﹤0.01%
1
1254
– –
-1,950
1255
– –
-128
1256
– –
-86
1257
– –
-39
1258
– –
-927
1259
– –
-18
1260
– –
-50
1261
– –
-297
1262
– –
-100
1263
– –
-10
1264
– –
-465
1265
– –
-296
1266
– –
-8
1267
– –
-755
1268
– –
-50
1269
– –
-301
1270
– –
-22
1271
– –
-101
1272
– –
-1
47 48 49 50
51