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
276
$54.1K 0.03%
1,658
-10
277
$54K 0.03%
+353
278
$53.9K 0.03%
1,325
+1,118
279
$53.7K 0.03%
801
280
$53.7K 0.03%
3,273
281
$53.1K 0.03%
153
+5
282
$53K 0.03%
4,284
283
$52.5K 0.03%
510
284
$52.1K 0.03%
470
285
$51.9K 0.03%
4,529
286
$51.9K 0.03%
2,397
287
$51.5K 0.03%
+300
288
$51.1K 0.03%
1,470
289
$51K 0.03%
273
-16
290
$51K 0.03%
806
291
$50.7K 0.03%
278
+4
292
$50.5K 0.03%
4,235
293
$50.3K 0.03%
+3,408
294
$50.2K 0.03%
987
295
$50.1K 0.03%
786
+9
296
$50K 0.03%
1,247
297
$49.9K 0.03%
1,207
+20
298
$49.2K 0.03%
966
299
$49.1K 0.03%
+2,922
300
$48.8K 0.03%
669
10 11
12
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