SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$233K
3
+$209K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$190K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$188K

Top Sells

1
+$314K
2
+$212K
3
+$202K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$167K
5
LEN icon
Lennar Class A
LEN
+$132K

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
976
$3.6K ﹤0.01%
138
977
$3.55K ﹤0.01%
55
978
$3.51K ﹤0.01%
88
979
$3.49K ﹤0.01%
46
980
$3.47K ﹤0.01%
72
+13
981
$3.46K ﹤0.01%
299
982
$3.44K ﹤0.01%
135
+17
983
$3.44K ﹤0.01%
140
+31
984
$3.37K ﹤0.01%
32
985
$3.31K ﹤0.01%
4
986
$3.29K ﹤0.01%
82
-2
987
$3.26K ﹤0.01%
96
988
$3.24K ﹤0.01%
27
989
$3.19K ﹤0.01%
115
+7
990
$3.16K ﹤0.01%
40
991
$3.12K ﹤0.01%
63
+14
992
$3.12K ﹤0.01%
1,069
993
$3.02K ﹤0.01%
110
994
$3.02K ﹤0.01%
33
995
$3.02K ﹤0.01%
63
996
$3.01K ﹤0.01%
112
997
$3K ﹤0.01%
30
998
$2.99K ﹤0.01%
28
999
$2.99K ﹤0.01%
160
+80
1000
$2.97K ﹤0.01%
60
38 39
40
41 42