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
1101
$1.15K ﹤0.01%
36
+23
1102
$1.14K ﹤0.01%
31
-1,156
1103
$1.13K ﹤0.01%
39
1104
$1.12K ﹤0.01%
34
1105
$1.11K ﹤0.01%
41
1106
$1.07K ﹤0.01%
13
+9
1107
$1.05K ﹤0.01%
38
1108
$1.05K ﹤0.01%
6
1109
$1.03K ﹤0.01%
23
1110
$1.01K ﹤0.01%
2
1111
$993 ﹤0.01%
28
+12
1112
$961 ﹤0.01%
21
+11
1113
$949 ﹤0.01%
19
1114
$948 ﹤0.01%
88
1115
$937 ﹤0.01%
39
1116
$932 ﹤0.01%
30
+27
1117
$914 ﹤0.01%
23
1118
$875 ﹤0.01%
30
1119
$853 ﹤0.01%
3
1120
$845 ﹤0.01%
8
-639
1121
$817 ﹤0.01%
71
1122
$798 ﹤0.01%
38
1123
$788 ﹤0.01%
78
+45
1124
$784 ﹤0.01%
21
1125
$783 ﹤0.01%
25
43 44
45
46 47