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
1101
$1.14K ﹤0.01%
31
-1,156
1102
$1.13K ﹤0.01%
39
1103
$1.12K ﹤0.01%
34
1104
$1.11K ﹤0.01%
41
1105
$1.07K ﹤0.01%
13
+9
1106
$1.05K ﹤0.01%
38
1107
$1.05K ﹤0.01%
6
1108
$1.03K ﹤0.01%
23
1109
$1.01K ﹤0.01%
2
1110
$993 ﹤0.01%
28
+12
1111
$961 ﹤0.01%
21
+11
1112
$949 ﹤0.01%
19
1113
$948 ﹤0.01%
88
1114
$937 ﹤0.01%
39
1115
$932 ﹤0.01%
30
+27
1116
$914 ﹤0.01%
23
1117
$875 ﹤0.01%
30
1118
$853 ﹤0.01%
3
1119
$845 ﹤0.01%
8
-639
1120
$817 ﹤0.01%
71
1121
$798 ﹤0.01%
38
1122
$788 ﹤0.01%
78
+45
1123
$784 ﹤0.01%
21
1124
$783 ﹤0.01%
25
1125
$783 ﹤0.01%
17
-7
43 44
45
46 47