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
1151
$392 ﹤0.01%
11
1152
$363 ﹤0.01%
13
1153
$350 ﹤0.01%
16
1154
$346 ﹤0.01%
25
-670
1155
$336 ﹤0.01%
9
-28
1156
$300 ﹤0.01%
50
1157
$296 ﹤0.01%
4
1158
$286 ﹤0.01%
6
1159
$284 ﹤0.01%
20
1160
$236 ﹤0.01%
20
1161
$205 ﹤0.01%
9
1162
$196 ﹤0.01%
7
1163
$195 ﹤0.01%
10
1164
$155 ﹤0.01%
6
1165
$94 ﹤0.01%
1
1166
$87 ﹤0.01%
1
1167
$56 ﹤0.01%
6
1168
$26 ﹤0.01%
2
1169
– –
-381
1170
– –
-2,855
1171
– –
0
1172
– –
-479
1173
– –
-226
1174
– –
-479
1175
– –
-593
45 46
47
48 49