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
901
$5.89K ﹤0.01%
344
902
$5.86K ﹤0.01%
+229
903
$5.79K ﹤0.01%
69
904
$5.79K ﹤0.01%
23
905
$5.78K ﹤0.01%
147
906
$5.77K ﹤0.01%
+370
907
$5.76K ﹤0.01%
37
+6
908
$5.75K ﹤0.01%
176
-1,014
909
$5.72K ﹤0.01%
+1,385
910
$5.71K ﹤0.01%
51
911
$5.68K ﹤0.01%
110
+19
912
$5.64K ﹤0.01%
70
+18
913
$5.62K ﹤0.01%
+169
914
$5.62K ﹤0.01%
446
915
$5.6K ﹤0.01%
1,501
-536
916
$5.59K ﹤0.01%
177
-438
917
$5.56K ﹤0.01%
+289
918
$5.55K ﹤0.01%
+108
919
$5.49K ﹤0.01%
+287
920
$5.43K ﹤0.01%
98
921
$5.41K ﹤0.01%
+389
922
$5.37K ﹤0.01%
+178
923
$5.33K ﹤0.01%
+356
924
$5.3K ﹤0.01%
182
-876
925
$5.22K ﹤0.01%
26
+6
35 36
37
38 39