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
551
$21.1K 0.01%
2,406
-132
552
$21K 0.01%
791
+16
553
$21K 0.01%
651
554
$21K 0.01%
564
555
$20.8K 0.01%
578
556
$20.8K 0.01%
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557
$20.7K 0.01%
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558
$20.7K 0.01%
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$20.6K 0.01%
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560
$20.6K 0.01%
117
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561
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216
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562
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221
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563
$20.5K 0.01%
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565
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566
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567
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$19.8K 0.01%
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574
$19.7K 0.01%
344
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575
$19.6K 0.01%
1,000
21 22
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24 25