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
1051
$1.91K ﹤0.01%
16
+4
1052
$1.91K ﹤0.01%
159
-2,620
1053
$1.89K ﹤0.01%
15
1054
$1.88K ﹤0.01%
71
1055
$1.88K ﹤0.01%
43
1056
$1.87K ﹤0.01%
22
1057
$1.86K ﹤0.01%
+100
1058
$1.85K ﹤0.01%
54
+33
1059
$1.82K ﹤0.01%
41
1060
$1.81K ﹤0.01%
66
+47
1061
$1.81K ﹤0.01%
18
+7
1062
$1.78K ﹤0.01%
15
1063
$1.77K ﹤0.01%
140
1064
$1.77K ﹤0.01%
49
+35
1065
$1.77K ﹤0.01%
42
+21
1066
$1.75K ﹤0.01%
21
+15
1067
$1.74K ﹤0.01%
24
+15
1068
$1.73K ﹤0.01%
91
1069
$1.72K ﹤0.01%
15
1070
$1.7K ﹤0.01%
21
1071
$1.69K ﹤0.01%
26
1072
$1.67K ﹤0.01%
11
+3
1073
$1.63K ﹤0.01%
18
+7
1074
$1.61K ﹤0.01%
17
1075
$1.6K ﹤0.01%
96
-156
41 42
43
44 45