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
576
$19.5K 0.01%
254
-117
577
$19.5K 0.01%
57
578
$19.5K 0.01%
+2,325
579
$19.5K 0.01%
1,435
+883
580
$19.4K 0.01%
1,161
+764
581
$19.3K 0.01%
739
+30
582
$19.1K 0.01%
+493
583
$19.1K 0.01%
1,042
584
$19K 0.01%
710
585
$19K 0.01%
1,372
586
$18.9K 0.01%
94
587
$18.9K 0.01%
242
588
$18.9K 0.01%
1,654
589
$18.8K 0.01%
309
-364
590
$18.8K 0.01%
445
591
$18.8K 0.01%
896
592
$18.8K 0.01%
557
593
$18.8K 0.01%
548
+218
594
$18.7K 0.01%
+371
595
$18.7K 0.01%
+2,601
596
$18.7K 0.01%
+509
597
$18.7K 0.01%
767
598
$18.6K 0.01%
691
599
$18.5K 0.01%
143
-31
600
$18.5K 0.01%
169
+12
22 23
24
25 26