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
701
$13.7K 0.01%
368
702
$13.7K 0.01%
1,252
-268
703
$13.6K 0.01%
353
704
$13.6K 0.01%
990
705
$13.5K 0.01%
1,068
706
$13.5K 0.01%
328
707
$13.4K 0.01%
+1,899
708
$13.4K 0.01%
1,436
709
$13.3K 0.01%
832
710
$13.2K 0.01%
196
-28
711
$13.2K 0.01%
161
712
$13.1K 0.01%
149
713
$13.1K 0.01%
+1,264
714
$13.1K 0.01%
504
+2
715
$13.1K 0.01%
203
+8
716
$13K 0.01%
325
717
$13K 0.01%
95
718
$12.9K 0.01%
414
719
$12.8K 0.01%
445
720
$12.8K 0.01%
170
+10
721
$12.8K 0.01%
515
722
$12.7K 0.01%
476
723
$12.7K 0.01%
222
724
$12.7K 0.01%
177
725
$12.6K 0.01%
+187
27 28
29
30 31