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
1076
$1.6K ﹤0.01%
14
1077
$1.57K ﹤0.01%
21
+7
1078
$1.56K ﹤0.01%
81
1079
$1.52K ﹤0.01%
37
+6
1080
$1.52K ﹤0.01%
67
1081
$1.5K ﹤0.01%
+17
1082
$1.45K ﹤0.01%
29
1083
$1.44K ﹤0.01%
24
+14
1084
$1.44K ﹤0.01%
+100
1085
$1.42K ﹤0.01%
20
1086
$1.39K ﹤0.01%
45
1087
$1.39K ﹤0.01%
20
+13
1088
$1.39K ﹤0.01%
25
+14
1089
$1.38K ﹤0.01%
16
+5
1090
$1.36K ﹤0.01%
42
1091
$1.34K ﹤0.01%
+51
1092
$1.33K ﹤0.01%
79
+66
1093
$1.27K ﹤0.01%
128
1094
$1.25K ﹤0.01%
22
+10
1095
$1.24K ﹤0.01%
+100
1096
$1.24K ﹤0.01%
30
+16
1097
$1.19K ﹤0.01%
21
-133
1098
$1.18K ﹤0.01%
33
1099
$1.17K ﹤0.01%
29
1100
$1.16K ﹤0.01%
19
+12
42 43
44
45 46