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
176
$189K 0.07%
3,528
177
$186K 0.07%
3,924
-3,608
178
$182K 0.07%
4,164
179
$182K 0.07%
1,416
180
$176K 0.07%
1,389
181
$175K 0.07%
1,112
182
$172K 0.07%
3,743
183
$171K 0.07%
+6,225
184
$171K 0.07%
8,538
185
$170K 0.07%
1,430
-13
186
$167K 0.07%
3,610
+80
187
$164K 0.06%
1,074
+5
188
$164K 0.06%
4,446
189
$164K 0.06%
2,454
190
$163K 0.06%
5,525
+4,820
191
$162K 0.06%
829
+2
192
$161K 0.06%
1,974
+14
193
$161K 0.06%
591
+2
194
$160K 0.06%
1,447
195
$159K 0.06%
1,504
+10
196
$156K 0.06%
2,444
+126
197
$155K 0.06%
+7,177
198
$154K 0.06%
6,401
199
$151K 0.06%
5,821
200
$150K 0.06%
1,074
+28
6 7
8
9 10