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
726
$12.5K 0.01%
111
727
$12.5K 0.01%
+755
728
$12.5K 0.01%
106
729
$12.4K 0.01%
722
730
$12.4K 0.01%
+539
731
$12.4K 0.01%
372
732
$12.4K 0.01%
381
733
$12.3K 0.01%
75
734
$12.3K 0.01%
912
735
$12.2K 0.01%
+266
736
$12.2K 0.01%
541
-877
737
$12.1K 0.01%
474
-335
738
$12.1K 0.01%
1,420
739
$12K 0.01%
303
740
$12K 0.01%
275
741
$12K 0.01%
839
-542
742
$11.9K 0.01%
561
743
$11.9K 0.01%
145
+8
744
$11.9K 0.01%
+1,020
745
$11.8K 0.01%
227
746
$11.8K 0.01%
1,475
+1,061
747
$11.8K 0.01%
100
748
$11.8K 0.01%
+200
749
$11.8K 0.01%
401
750
$11.7K 0.01%
+507
28 29
30
31 32