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
776
$10.1K 0.01%
+679
777
$10.1K 0.01%
347
778
$10.1K 0.01%
179
779
$10.1K 0.01%
333
-239
780
$9.99K 0.01%
177
-129
781
$9.97K 0.01%
488
782
$9.96K 0.01%
+87
783
$9.96K 0.01%
231
784
$9.84K 0.01%
+286
785
$9.83K 0.01%
+1,144
786
$9.8K 0.01%
902
787
$9.78K 0.01%
101
788
$9.77K 0.01%
+367
789
$9.76K 0.01%
173
790
$9.67K 0.01%
+155
791
$9.59K 0.01%
308
-208
792
$9.57K 0.01%
190
793
$9.47K 0.01%
143
+12
794
$9.42K 0.01%
378
795
$9.34K 0.01%
+1,963
796
$9.27K 0.01%
56
+7
797
$9.27K 0.01%
156
+14
798
$9.27K 0.01%
211
799
$9.21K 0.01%
599
800
$9.13K 0.01%
88
+86
30 31
32
33 34