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
551
$21.2K 0.01%
2,017
552
$21.1K 0.01%
2,406
-132
553
$21K 0.01%
791
+16
554
$21K 0.01%
651
555
$21K 0.01%
564
556
$20.8K 0.01%
578
557
$20.8K 0.01%
1,061
558
$20.7K 0.01%
2,190
559
$20.7K 0.01%
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+360
560
$20.6K 0.01%
347
561
$20.6K 0.01%
117
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562
$20.6K 0.01%
216
-22
563
$20.5K 0.01%
221
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564
$20.5K 0.01%
378
565
$20.5K 0.01%
172
566
$20.4K 0.01%
200
567
$20.1K 0.01%
180
568
$20K 0.01%
440
569
$20K 0.01%
825
570
$19.9K 0.01%
262
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571
$19.9K 0.01%
610
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572
$19.9K 0.01%
986
573
$19.8K 0.01%
448
574
$19.7K 0.01%
1,645
575
$19.7K 0.01%
344
-26
21 22
23
24 25