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
251
$65.2K 0.04%
653
+11
252
$64.9K 0.04%
737
253
$64.8K 0.04%
1,194
+386
254
$64.4K 0.04%
707
+12
255
$62K 0.04%
731
256
$61.9K 0.04%
1,036
257
$61.2K 0.04%
1,189
258
$61.1K 0.04%
177
259
$59.4K 0.03%
3,324
260
$59.3K 0.03%
2,182
261
$59.3K 0.03%
1,000
262
$59K 0.03%
1,272
263
$56.9K 0.03%
1,850
264
$56.5K 0.03%
1,039
265
$56.5K 0.03%
881
+179
266
$56.4K 0.03%
229
+6
267
$56.3K 0.03%
2,259
-123
268
$56.1K 0.03%
644
269
$56K 0.03%
1,056
270
$56K 0.03%
2,103
+55
271
$55.9K 0.03%
816
+25
272
$55.7K 0.03%
955
273
$55.3K 0.03%
+20
274
$55.1K 0.03%
1,436
+44
275
$55K 0.03%
603
9 10
11
12 13