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
151
$241K 0.09%
3,120
+37
152
$241K 0.09%
2,364
-11
153
$241K 0.09%
3,940
-265
154
$240K 0.09%
3,866
+85
155
$237K 0.09%
2,005
+3
156
$231K 0.09%
11,196
157
$229K 0.09%
1,774
+29
158
$229K 0.09%
10,321
-489
159
$226K 0.09%
953
+19
160
$226K 0.09%
2,765
161
$224K 0.09%
1,096
+10
162
$222K 0.09%
5,259
163
$217K 0.09%
2,385
164
$217K 0.09%
5,549
+21
165
$215K 0.08%
1,332
+9
166
$212K 0.08%
4,076
167
$211K 0.08%
2,897
+112
168
$205K 0.08%
3,713
+67
169
$205K 0.08%
1,386
-5
170
$202K 0.08%
573
-9
171
$199K 0.08%
4,704
+21
172
$196K 0.08%
2,486
+33
173
$194K 0.08%
3,137
+23
174
$193K 0.08%
3,180
175
$192K 0.08%
3,546
5 6
7
8 9