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
851
$7.63K ﹤0.01%
104
852
$7.58K ﹤0.01%
64
+13
853
$7.47K ﹤0.01%
409
854
$7.44K ﹤0.01%
41
855
$7.43K ﹤0.01%
+810
856
$7.42K ﹤0.01%
500
857
$7.41K ﹤0.01%
76
858
$7.3K ﹤0.01%
70
859
$7.29K ﹤0.01%
298
-205
860
$7.28K ﹤0.01%
73
+10
861
$7.26K ﹤0.01%
241
862
$7.22K ﹤0.01%
123
+23
863
$7.2K ﹤0.01%
5
-1
864
$7.19K ﹤0.01%
408
-781
865
$7.17K ﹤0.01%
212
-11
866
$7.13K ﹤0.01%
349
867
$7.01K ﹤0.01%
790
868
$7.01K ﹤0.01%
366
869
$6.91K ﹤0.01%
140
870
$6.84K ﹤0.01%
71
871
$6.83K ﹤0.01%
51
872
$6.81K ﹤0.01%
+16
873
$6.8K ﹤0.01%
+1,202
874
$6.79K ﹤0.01%
572
875
$6.75K ﹤0.01%
+271
33 34
35
36 37