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
26
$1.19M 0.7%
11,482
+33
27
$1.11M 0.65%
5,789
-271
28
$1.1M 0.64%
23,420
+58
29
$1.04M 0.61%
10,267
+470
30
$1.04M 0.6%
12,814
-532
31
$972K 0.57%
8,877
+12
32
$967K 0.56%
3,425
33
$956K 0.56%
16,167
+150
34
$923K 0.54%
15,740
+200
35
$892K 0.52%
16,613
+71
36
$869K 0.51%
16,449
-973
37
$860K 0.5%
5,158
+77
38
$844K 0.49%
5,405
+52
39
$843K 0.49%
53,830
+1,760
40
$833K 0.49%
45,117
+1,758
41
$813K 0.47%
20,170
-417
42
$772K 0.45%
5,103
43
$758K 0.44%
3,772
+29
44
$731K 0.43%
15,124
+32
45
$703K 0.41%
20,095
+991
46
$650K 0.38%
11,587
47
$625K 0.36%
10,880
-94
48
$591K 0.34%
3,533
-208
49
$559K 0.33%
4,123
+6
50
$554K 0.32%
11,609
+27
1
2
3 4 5