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
351
$41K 0.02%
755
+206
352
$40.9K 0.02%
1,277
353
$40.8K 0.02%
1,033
354
$40.8K 0.02%
90
+3
355
$40.8K 0.02%
1,992
+1,070
356
$40.7K 0.02%
634
+94
357
$40.7K 0.02%
203
358
$40.6K 0.02%
502
359
$40.5K 0.02%
702
360
$40.5K 0.02%
1,832
361
$40.4K 0.02%
928
+347
362
$40.4K 0.02%
578
+71
363
$40.4K 0.02%
461
364
$40.4K 0.02%
263
365
$40.2K 0.02%
1,294
366
$39.9K 0.02%
899
367
$39.6K 0.02%
377
368
$39.6K 0.02%
670
369
$39.6K 0.02%
1,234
-36
370
$39.6K 0.02%
+1,093
371
$39.4K 0.02%
611
372
$38.8K 0.02%
831
+278
373
$38.7K 0.02%
1,434
374
$38.4K 0.02%
1,156
+152
375
$38.2K 0.02%
720
13 14
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