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
1
$23M 9.07%
1,440,012
+13,704
2
$15.8M 6.22%
129,512
+196
3
$7.8M 3.07%
34,829
-459
4
$7.24M 2.85%
227,693
+4,847
5
$6.62M 2.61%
16,712
-136
6
$6.43M 2.53%
52,318
-1,242
7
$5.87M 2.31%
235,756
+1,536
8
$5.68M 2.24%
788,470
+3
9
$5.67M 2.23%
24,064
+79
10
$4.63M 1.82%
28,158
-68
11
$4.63M 1.82%
38,596
+3
12
$4.44M 1.75%
41,005
-830
13
$4.24M 1.67%
73,342
+4,083
14
$3.77M 1.48%
50,993
+647
15
$3.57M 1.41%
15,942
+24
16
$3.37M 1.32%
22,119
+192
17
$3.22M 1.27%
24,769
+1,374
18
$3.21M 1.26%
20,760
-120
19
$3.01M 1.19%
77,862
+122
20
$2.77M 1.09%
25,551
+336
21
$2.74M 1.08%
26,540
+80
22
$2.57M 1.01%
48,162
-294
23
$2.32M 0.91%
12,293
-121
24
$2.31M 0.91%
7,555
+41
25
$1.97M 0.77%
79,263
-114
1
2 3 4 5