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
376
$37.1K 0.02%
488
377
$37K 0.02%
1,250
378
$37K 0.02%
181
379
$36.8K 0.02%
1,270
+360
380
$36.6K 0.02%
2,013
381
$36.5K 0.02%
590
382
$36.3K 0.02%
713
+368
383
$35.9K 0.02%
3,318
384
$35.8K 0.02%
552
385
$35.4K 0.02%
1,871
386
$35.2K 0.02%
405
387
$35.1K 0.02%
1,408
388
$35K 0.02%
539
389
$34.7K 0.02%
685
+7
390
$34.7K 0.02%
855
+56
391
$34.6K 0.02%
456
392
$34.5K 0.02%
929
393
$34.4K 0.02%
852
394
$34.3K 0.02%
2,148
395
$34.2K 0.02%
1,674
396
$34.1K 0.02%
712
397
$34K 0.02%
557
398
$34K 0.02%
672
+478
399
$33.9K 0.02%
625
400
$33.7K 0.02%
704
14 15
16
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