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
1001
$2.97K ﹤0.01%
60
1002
$2.95K ﹤0.01%
+145
1003
$2.94K ﹤0.01%
110
-11
1004
$2.9K ﹤0.01%
80
1005
$2.88K ﹤0.01%
65
1006
$2.88K ﹤0.01%
53
+41
1007
$2.86K ﹤0.01%
46
+13
1008
$2.83K ﹤0.01%
64
1009
$2.83K ﹤0.01%
18
1010
$2.82K ﹤0.01%
51
1011
$2.78K ﹤0.01%
102
1012
$2.78K ﹤0.01%
181
+43
1013
$2.77K ﹤0.01%
39
1014
$2.72K ﹤0.01%
49
1015
$2.65K ﹤0.01%
38
+28
1016
$2.63K ﹤0.01%
62
1017
$2.59K ﹤0.01%
20
1018
$2.58K ﹤0.01%
61
+27
1019
$2.5K ﹤0.01%
74
+40
1020
$2.49K ﹤0.01%
24
1021
$2.44K ﹤0.01%
132
1022
$2.43K ﹤0.01%
20
1023
$2.39K ﹤0.01%
40
+8
1024
$2.34K ﹤0.01%
22
-2
1025
$2.32K ﹤0.01%
64
39 40
41
42 43