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
201
$147K 0.06%
1,632
-12
202
$146K 0.06%
6,853
203
$146K 0.06%
662
204
$145K 0.06%
347
205
$144K 0.06%
1,493
206
$142K 0.06%
6,423
207
$138K 0.05%
374
208
$136K 0.05%
1,007
-9
209
$136K 0.05%
5,903
210
$134K 0.05%
2,290
211
$134K 0.05%
898
212
$134K 0.05%
267
+6
213
$131K 0.05%
1,374
+14
214
$130K 0.05%
966
215
$128K 0.05%
557
216
$126K 0.05%
3,550
+27
217
$126K 0.05%
1,464
218
$125K 0.05%
902
+37
219
$125K 0.05%
1,559
-75
220
$123K 0.05%
3,938
+19
221
$118K 0.05%
828
-71
222
$117K 0.05%
823
223
$116K 0.05%
2,521
+12
224
$116K 0.05%
3,788
225
$114K 0.04%
3,460
+4
7 8
9
10 11