SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$236K
3
+$210K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$196K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$193K

Top Sells

1
+$352K
2
+$225K
3
+$213K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$172K
5
LEN icon
Lennar Class A
LEN
+$139K

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
51
$554K 0.32%
4,519
+18
52
$544K 0.32%
10,085
-1,498
53
$535K 0.31%
11,258
-2,923
54
$524K 0.31%
2,121
+12
55
$515K 0.3%
53,740
56
$507K 0.3%
4,559
57
$507K 0.3%
5,734
-38
58
$501K 0.29%
4,205
-287
59
$495K 0.29%
4,667
+15
60
$480K 0.28%
2,985
+8
61
$479K 0.28%
2,522
+9
62
$471K 0.27%
10,928
63
$456K 0.27%
21,700
+9,994
64
$447K 0.26%
1,172
+15
65
$437K 0.26%
10,942
+67
66
$436K 0.25%
6,355
+16
67
$431K 0.25%
13,042
68
$431K 0.25%
5,791
+8
69
$426K 0.25%
8,532
+22
70
$420K 0.25%
8,698
-645
71
$417K 0.24%
1,773
+16
72
$416K 0.24%
7,823
+27
73
$410K 0.24%
19,698
+11,364
74
$402K 0.23%
3,674
+14
75
$401K 0.23%
3,236
+12
1 2
3
4 5