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
426
$31.5K 0.02%
198
-90
427
$31.4K 0.02%
1,166
428
$31.3K 0.02%
568
429
$31.3K 0.02%
656
430
$31.1K 0.02%
158
+10
431
$31K 0.02%
628
+384
432
$30.8K 0.02%
409
433
$30.7K 0.02%
834
434
$30.5K 0.02%
465
435
$30.4K 0.02%
+219
436
$30.4K 0.02%
417
437
$30.3K 0.02%
1,502
438
$30.3K 0.02%
157
+4
439
$30.1K 0.02%
1,100
440
$30K 0.02%
328
441
$29.9K 0.02%
+15
442
$29.8K 0.02%
707
443
$29.8K 0.02%
+1,573
444
$29.8K 0.02%
1,760
445
$29.6K 0.02%
340
446
$29.6K 0.02%
590
447
$29.5K 0.02%
967
+562
448
$29.5K 0.02%
231
449
$29.4K 0.02%
+2,811
450
$29.3K 0.02%
790
16 17
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