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
$171M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$236K
3
+$210K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$196K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$193K

Top Sells

1
+$352K
2
+$225K
3
+$213K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$172K
5
LEN icon
Lennar Class A
LEN
+$139K

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
$87.4K 0.05%
1,464
227
$85.3K 0.05%
802
+8
228
$83.4K 0.05%
1,040
+9
229
$82.5K 0.05%
1,102
230
$82.1K 0.05%
1,524
231
$81.4K 0.05%
899
232
$78.9K 0.05%
2,187
233
$76.5K 0.04%
1,765
234
$75.1K 0.04%
817
235
$74.9K 0.04%
837
236
$74.7K 0.04%
635
237
$73.4K 0.04%
+1,995
238
$72.6K 0.04%
3,335
+3,314
239
$72K 0.04%
+2,766
240
$71.5K 0.04%
277
241
$71K 0.04%
962
242
$70.5K 0.04%
4,809
243
$70.2K 0.04%
371
244
$69.4K 0.04%
1,083
245
$69.2K 0.04%
867
+5
246
$69.1K 0.04%
699
247
$67.8K 0.04%
1,221
248
$66.9K 0.04%
3,012
-1,448
249
$66.2K 0.04%
422
250
$65.3K 0.04%
360
+7
8 9
10
11 12