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
626
$17.4K 0.01%
323
627
$17.4K 0.01%
462
+74
628
$17.4K 0.01%
308
629
$17.3K 0.01%
+815
630
$17.2K 0.01%
442
631
$17.2K 0.01%
144
+7
632
$17.2K 0.01%
415
633
$16.9K 0.01%
202
634
$16.9K 0.01%
348
635
$16.8K 0.01%
320
-498
636
$16.7K 0.01%
977
637
$16.7K 0.01%
237
638
$16.6K 0.01%
415
639
$16.6K 0.01%
501
640
$16.6K 0.01%
371
641
$16.5K 0.01%
412
642
$16.5K 0.01%
219
643
$16.5K 0.01%
545
-262
644
$16.4K 0.01%
61
+3
645
$16.4K 0.01%
272
646
$16.3K 0.01%
2,151
-1,409
647
$16.3K 0.01%
1,512
648
$16.3K 0.01%
630
649
$16.2K 0.01%
1,382
-178
650
$16.1K 0.01%
651
24 25
26
27 28