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
76
$398K 0.23%
3,584
+525
77
$395K 0.23%
2,930
-1,581
78
$393K 0.23%
4,544
-776
79
$391K 0.23%
3,555
-6
80
$391K 0.23%
16,489
-847
81
$388K 0.23%
9,137
+543
82
$387K 0.23%
1,289
+8
83
$378K 0.22%
1,795
+9
84
$377K 0.22%
2,357
85
$368K 0.22%
6,832
-1,068
86
$367K 0.21%
3,132
+16
87
$358K 0.21%
1,248
+4
88
$355K 0.21%
1,249
89
$353K 0.21%
5,288
+19
90
$349K 0.2%
6,988
91
$341K 0.2%
1,281
+7
92
$334K 0.19%
3,104
+18
93
$333K 0.19%
1,102
+4
94
$332K 0.19%
3,557
95
$328K 0.19%
5,192
-7
96
$325K 0.19%
7,548
-111
97
$322K 0.19%
2,850
+13
98
$320K 0.19%
897
+7
99
$317K 0.19%
2,004
+23
100
$313K 0.18%
3,855
-640
2 3
4
5 6