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
601
$18.4K 0.01%
454
602
$18.4K 0.01%
1,063
-823
603
$18.4K 0.01%
392
-223
604
$18.4K 0.01%
504
+37
605
$18.3K 0.01%
521
606
$18.3K 0.01%
256
607
$18.3K 0.01%
616
608
$18.2K 0.01%
792
609
$18.2K 0.01%
+1,081
610
$18.2K 0.01%
418
611
$18.1K 0.01%
666
+279
612
$18.1K 0.01%
265
-24
613
$18.1K 0.01%
+1,740
614
$18K 0.01%
761
615
$17.9K 0.01%
624
+48
616
$17.9K 0.01%
+2,211
617
$17.8K 0.01%
852
618
$17.8K 0.01%
684
619
$17.8K 0.01%
966
620
$17.7K 0.01%
774
621
$17.7K 0.01%
136
622
$17.6K 0.01%
309
623
$17.5K 0.01%
167
624
$17.5K 0.01%
457
625
$17.5K 0.01%
400
23 24
25
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