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
126
$302K 0.12%
1,275
+8
127
$295K 0.12%
5,065
+11
128
$295K 0.12%
1,959
+3
129
$292K 0.11%
5,701
-441
130
$290K 0.11%
5,275
+20
131
$285K 0.11%
3,810
132
$283K 0.11%
6,511
+9
133
$283K 0.11%
1,416
+3
134
$278K 0.11%
2,969
+8
135
$270K 0.11%
3,271
+359
136
$269K 0.11%
4,128
+18
137
$269K 0.11%
457
+2
138
$260K 0.1%
1,199
+8
139
$260K 0.1%
2,188
140
$258K 0.1%
3,817
141
$252K 0.1%
1,435
+5
142
$251K 0.1%
8,480
143
$250K 0.1%
2,593
+27
144
$249K 0.1%
890
+4
145
$249K 0.1%
3,473
146
$248K 0.1%
10,041
147
$245K 0.1%
4,622
+65
148
$244K 0.1%
2,124
+4
149
$244K 0.1%
5,153
+8
150
$243K 0.1%
5,361
-237
4 5
6
7 8