SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$233K
3
+$209K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$190K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$188K

Top Sells

1
+$314K
2
+$212K
3
+$202K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$167K
5
LEN icon
Lennar Class A
LEN
+$132K

Sector Composition

1 Financials 15.02%
2 Healthcare 11.97%
3 Technology 11.58%
4 Industrials 7.73%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85.3K 0.05%
802
+8
227
$83.4K 0.05%
1,040
+9
228
$82.5K 0.05%
1,102
229
$82.1K 0.05%
1,524
230
$81.4K 0.05%
899
231
$78.9K 0.05%
2,187
232
$76.5K 0.04%
1,765
233
$75.1K 0.04%
817
234
$74.9K 0.04%
837
235
$74.7K 0.04%
635
236
$73.4K 0.04%
+1,995
237
$72.6K 0.04%
3,335
+3,314
238
$72K 0.04%
+2,766
239
$71.5K 0.04%
277
240
$71K 0.04%
962
241
$70.5K 0.04%
4,809
242
$70.2K 0.04%
371
243
$69.4K 0.04%
1,083
244
$69.2K 0.04%
867
+5
245
$69.1K 0.04%
699
246
$67.8K 0.04%
1,221
247
$66.9K 0.04%
3,012
-1,448
248
$66.2K 0.04%
422
249
$65.3K 0.04%
360
+7
250
$65.2K 0.04%
653
+11
8 9
10
11 12