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
326
$44.3K 0.03%
2,139
327
$44K 0.03%
509
328
$44K 0.03%
1,877
329
$44K 0.03%
617
330
$44K 0.03%
+789
331
$43.7K 0.03%
1,689
332
$43.6K 0.03%
4,345
+1,699
333
$43.4K 0.03%
468
334
$43.4K 0.03%
446
335
$43.2K 0.03%
1,679
336
$43.1K 0.03%
916
337
$42.7K 0.02%
836
338
$42.7K 0.02%
1,220
339
$42.5K 0.02%
1,768
+1,182
340
$42.4K 0.02%
1,419
+316
341
$42K 0.02%
517
342
$41.9K 0.02%
1,646
343
$41.8K 0.02%
120
344
$41.6K 0.02%
159
+3
345
$41.5K 0.02%
906
346
$41.5K 0.02%
1,574
+735
347
$41.4K 0.02%
1,154
348
$41.4K 0.02%
696
349
$41.3K 0.02%
2,234
350
$41K 0.02%
258
12 13
14
15 16