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
951
$4.67K ﹤0.01%
242
+16
952
$4.66K ﹤0.01%
35
+11
953
$4.64K ﹤0.01%
77
-322
954
$4.58K ﹤0.01%
66
955
$4.54K ﹤0.01%
200
-4,160
956
$4.5K ﹤0.01%
60
957
$4.49K ﹤0.01%
348
+37
958
$4.48K ﹤0.01%
35
959
$4.46K ﹤0.01%
276
960
$4.4K ﹤0.01%
917
961
$4.38K ﹤0.01%
352
962
$4.31K ﹤0.01%
41
+7
963
$4.29K ﹤0.01%
57
964
$4.29K ﹤0.01%
36
-95
965
$4.18K ﹤0.01%
43
966
$4.14K ﹤0.01%
58
967
$4.13K ﹤0.01%
21
968
$4.08K ﹤0.01%
45
969
$4.06K ﹤0.01%
128
+30
970
$4.04K ﹤0.01%
31
+5
971
$4K ﹤0.01%
174
972
$3.97K ﹤0.01%
96
973
$3.95K ﹤0.01%
87
974
$3.94K ﹤0.01%
4
975
$3.84K ﹤0.01%
55
+10
37 38
39
40 41