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
451
$29.3K 0.02%
173
452
$29.2K 0.02%
183
453
$29.1K 0.02%
555
454
$29.1K 0.02%
903
455
$29K 0.02%
+305
456
$28.9K 0.02%
1,054
+252
457
$28.8K 0.02%
641
+11
458
$28.8K 0.02%
657
+22
459
$28.7K 0.02%
933
+190
460
$28.7K 0.02%
2,683
461
$28.6K 0.02%
+1,006
462
$28.5K 0.02%
1,818
-76
463
$28.3K 0.02%
+360
464
$28.2K 0.02%
549
465
$28.2K 0.02%
471
+12
466
$28.2K 0.02%
261
+11
467
$28.1K 0.02%
371
468
$28K 0.02%
809
469
$27.9K 0.02%
553
-90
470
$27.8K 0.02%
428
471
$27.8K 0.02%
1,018
472
$27.7K 0.02%
342
473
$27.6K 0.02%
553
474
$27.4K 0.02%
+546
475
$27.4K 0.02%
1,397
17 18
19
20 21