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
926
$5.21K ﹤0.01%
56
+15
927
$5.21K ﹤0.01%
48
928
$5.18K ﹤0.01%
195
929
$5.16K ﹤0.01%
+278
930
$5.11K ﹤0.01%
+686
931
$5.09K ﹤0.01%
59
932
$5.07K ﹤0.01%
+298
933
$5.04K ﹤0.01%
183
934
$5.01K ﹤0.01%
23
935
$4.99K ﹤0.01%
+415
936
$4.96K ﹤0.01%
46
937
$4.95K ﹤0.01%
37
938
$4.94K ﹤0.01%
+264
939
$4.89K ﹤0.01%
378
940
$4.87K ﹤0.01%
114
941
$4.84K ﹤0.01%
269
-49
942
$4.84K ﹤0.01%
+50
943
$4.83K ﹤0.01%
51
944
$4.81K ﹤0.01%
38
945
$4.79K ﹤0.01%
24
+3
946
$4.76K ﹤0.01%
94
-19
947
$4.72K ﹤0.01%
31
+5
948
$4.71K ﹤0.01%
54
949
$4.71K ﹤0.01%
26
+3
950
$4.7K ﹤0.01%
296
36 37
38
39 40