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
651
$16K 0.01%
+127
652
$16K 0.01%
1,140
653
$15.9K 0.01%
342
+108
654
$15.8K 0.01%
135
655
$15.8K 0.01%
80
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656
$15.8K 0.01%
203
657
$15.7K 0.01%
252
658
$15.6K 0.01%
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659
$15.4K 0.01%
+84
660
$15.4K 0.01%
522
661
$15.4K 0.01%
+1,124
662
$15.4K 0.01%
496
663
$15.3K 0.01%
402
664
$15.3K 0.01%
208
665
$15.2K 0.01%
898
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666
$15.2K 0.01%
992
667
$15.1K 0.01%
+667
668
$15K 0.01%
5,892
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669
$14.9K 0.01%
476
670
$14.9K 0.01%
230
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671
$14.9K 0.01%
451
672
$14.9K 0.01%
85
-3
673
$14.8K 0.01%
216
674
$14.7K 0.01%
475
675
$14.7K 0.01%
424
25 26
27
28 29