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
1026
$2.27K ﹤0.01%
19
1027
$2.26K ﹤0.01%
+22
1028
$2.25K ﹤0.01%
47
1029
$2.24K ﹤0.01%
82
+58
1030
$2.23K ﹤0.01%
49
-39
1031
$2.22K ﹤0.01%
89
1032
$2.22K ﹤0.01%
9
1033
$2.21K ﹤0.01%
46
+28
1034
$2.18K ﹤0.01%
54
+31
1035
$2.15K ﹤0.01%
73
+39
1036
$2.15K ﹤0.01%
56
-81
1037
$2.14K ﹤0.01%
16
1038
$2.14K ﹤0.01%
122
+40
1039
$2.14K ﹤0.01%
24
1040
$2.09K ﹤0.01%
13
1041
$2.08K ﹤0.01%
55
1042
$2.08K ﹤0.01%
19
+10
1043
$2.07K ﹤0.01%
+100
1044
$2.07K ﹤0.01%
56
-17
1045
$2.07K ﹤0.01%
26
+20
1046
$2.06K ﹤0.01%
12
1047
$2.06K ﹤0.01%
62
-1,070
1048
$1.98K ﹤0.01%
26
+17
1049
$1.96K ﹤0.01%
293
-15
1050
$1.92K ﹤0.01%
220
40 41
42
43 44