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
826
$8.49K 0.01%
67
+13
827
$8.35K ﹤0.01%
+630
828
$8.3K ﹤0.01%
523
-196
829
$8.29K ﹤0.01%
126
830
$8.27K ﹤0.01%
+184
831
$8.26K ﹤0.01%
260
+4
832
$8.23K ﹤0.01%
+436
833
$8.15K ﹤0.01%
833
-1,166
834
$8.11K ﹤0.01%
850
+146
835
$8.11K ﹤0.01%
+918
836
$8.08K ﹤0.01%
160
837
$8.05K ﹤0.01%
288
838
$8.02K ﹤0.01%
+100
839
$7.99K ﹤0.01%
42
+15
840
$7.96K ﹤0.01%
+366
841
$7.95K ﹤0.01%
186
842
$7.84K ﹤0.01%
+334
843
$7.83K ﹤0.01%
386
+37
844
$7.77K ﹤0.01%
67
+11
845
$7.75K ﹤0.01%
54
+9
846
$7.75K ﹤0.01%
1,298
847
$7.72K ﹤0.01%
179
+22
848
$7.7K ﹤0.01%
185
+13
849
$7.69K ﹤0.01%
137
850
$7.64K ﹤0.01%
132
32 33
34
35 36