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
401
$33.5K 0.02%
903
+23
402
$33.4K 0.02%
1,768
403
$33.3K 0.02%
1,160
-532
404
$33.2K 0.02%
19
+1
405
$33K 0.02%
1,284
406
$33K 0.02%
1,711
407
$33K 0.02%
1,109
+16
408
$32.9K 0.02%
+877
409
$32.9K 0.02%
230
410
$32.8K 0.02%
109
411
$32.8K 0.02%
994
412
$32.5K 0.02%
1,326
413
$32.4K 0.02%
+2,763
414
$32.4K 0.02%
3,537
+2,452
415
$32.4K 0.02%
426
416
$32.3K 0.02%
+952
417
$32.2K 0.02%
489
+155
418
$32.2K 0.02%
578
419
$32K 0.02%
287
420
$32K 0.02%
+1,307
421
$31.9K 0.02%
929
422
$31.9K 0.02%
1,426
423
$31.9K 0.02%
+1,635
424
$31.7K 0.02%
743
425
$31.5K 0.02%
+1,994
15 16
17
18 19