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
251
$64.9K 0.04%
737
252
$64.8K 0.04%
1,194
+386
253
$64.4K 0.04%
707
+12
254
$62K 0.04%
731
255
$61.9K 0.04%
1,036
256
$61.2K 0.04%
1,189
257
$61.1K 0.04%
177
258
$59.4K 0.03%
3,324
259
$59.3K 0.03%
2,182
260
$59.3K 0.03%
1,000
261
$59K 0.03%
1,272
262
$56.9K 0.03%
1,850
263
$56.5K 0.03%
1,039
264
$56.5K 0.03%
881
+179
265
$56.4K 0.03%
1,145
+30
266
$56.3K 0.03%
2,259
-123
267
$56.1K 0.03%
644
268
$56K 0.03%
1,056
269
$56K 0.03%
2,103
+55
270
$55.9K 0.03%
816
+25
271
$55.7K 0.03%
955
272
$55.3K 0.03%
+20
273
$55.1K 0.03%
1,436
+44
274
$55K 0.03%
603
275
$54.9K 0.03%
1,322
9 10
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