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
526
$23.1K 0.01%
893
527
$23K 0.01%
870
-341
528
$23K 0.01%
435
+413
529
$22.8K 0.01%
1,476
+45
530
$22.7K 0.01%
353
531
$22.6K 0.01%
1,345
532
$22.6K 0.01%
349
+153
533
$22.5K 0.01%
453
+29
534
$22.5K 0.01%
922
535
$22.3K 0.01%
124
536
$22.2K 0.01%
918
+361
537
$22.2K 0.01%
273
+48
538
$22.2K 0.01%
789
539
$22.2K 0.01%
296
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540
$22.1K 0.01%
+1,698
541
$22K 0.01%
1,066
542
$22K 0.01%
634
+257
543
$22K 0.01%
1,361
544
$22K 0.01%
658
545
$21.9K 0.01%
50
546
$21.7K 0.01%
372
547
$21.6K 0.01%
730
548
$21.4K 0.01%
+776
549
$21.3K 0.01%
813
550
$21.2K 0.01%
2,017
20 21
22
23 24