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
1126
$783 ﹤0.01%
17
-7
1127
$769 ﹤0.01%
11
1128
$766 ﹤0.01%
21
+16
1129
$762 ﹤0.01%
19
1130
$757 ﹤0.01%
24
-20
1131
$742 ﹤0.01%
17
1132
$730 ﹤0.01%
35
1133
$723 ﹤0.01%
9
1134
$722 ﹤0.01%
26
1135
$718 ﹤0.01%
28
1136
$711 ﹤0.01%
17
1137
$696 ﹤0.01%
8
1138
$662 ﹤0.01%
30
1139
$654 ﹤0.01%
7
-134
1140
$625 ﹤0.01%
18
+9
1141
$590 ﹤0.01%
+8
1142
$581 ﹤0.01%
32
-73
1143
$576 ﹤0.01%
18
1144
$574 ﹤0.01%
7
1145
$560 ﹤0.01%
27
1146
$532 ﹤0.01%
20
1147
$531 ﹤0.01%
13
-19
1148
$509 ﹤0.01%
25
1149
$464 ﹤0.01%
8
1150
$450 ﹤0.01%
5
44 45
46
47 48