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
476
$27.4K 0.02%
359
477
$27.2K 0.02%
927
-218
478
$27.1K 0.02%
1,880
479
$27.1K 0.02%
727
-324
480
$26.9K 0.02%
+1,118
481
$26.9K 0.02%
321
+36
482
$26.9K 0.02%
670
483
$26.8K 0.02%
386
484
$26.7K 0.02%
305
485
$26.5K 0.02%
328
486
$26.4K 0.02%
150
-1,277
487
$26.4K 0.02%
692
488
$26.4K 0.02%
948
489
$26.3K 0.02%
747
490
$26.3K 0.02%
582
-26
491
$26.2K 0.02%
720
-66
492
$25.9K 0.02%
746
-366
493
$25.9K 0.02%
472
494
$25.8K 0.02%
436
-12
495
$25.7K 0.02%
514
496
$25.7K 0.02%
206
497
$25.6K 0.01%
514
-65
498
$25.5K 0.01%
1,045
-166
499
$25.5K 0.01%
+4,783
500
$25.4K 0.01%
250
+15
18 19
20
21 22