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
1151
$363 ﹤0.01%
13
1152
$350 ﹤0.01%
16
1153
$346 ﹤0.01%
25
-670
1154
$336 ﹤0.01%
9
-28
1155
$300 ﹤0.01%
50
1156
$296 ﹤0.01%
4
1157
$286 ﹤0.01%
6
1158
$284 ﹤0.01%
20
1159
$236 ﹤0.01%
20
1160
$205 ﹤0.01%
9
1161
$196 ﹤0.01%
7
1162
$195 ﹤0.01%
10
1163
$155 ﹤0.01%
6
1164
$94 ﹤0.01%
1
1165
$87 ﹤0.01%
1
1166
$56 ﹤0.01%
6
1167
$26 ﹤0.01%
2
1168
– –
-1,870
1169
– –
-658
1170
– –
-792
1171
– –
-889
1172
– –
-1,467
1173
– –
-505
1174
– –
-443
1175
– –
-458
45 46
47
48 49