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
101
$310K 0.18%
2,419
+11
102
$307K 0.18%
1,740
103
$304K 0.18%
1,249
+7
104
$304K 0.18%
2,687
-251
105
$301K 0.18%
4,171
106
$291K 0.17%
2,607
+11
107
$273K 0.16%
1,989
+14
108
$271K 0.16%
15,120
+50
109
$270K 0.16%
3,181
+6
110
$266K 0.16%
5,271
111
$264K 0.15%
5,340
112
$260K 0.15%
1,352
+6
113
$258K 0.15%
1,834
114
$244K 0.14%
2,595
115
$242K 0.14%
4,245
+21
116
$242K 0.14%
4,598
+289
117
$242K 0.14%
13,869
118
$241K 0.14%
5,182
119
$239K 0.14%
2,602
+16
120
$239K 0.14%
4,522
121
$235K 0.14%
1,049
122
$233K 0.14%
2,941
123
$231K 0.14%
3,349
-2
124
$225K 0.13%
2,170
+19
125
$225K 0.13%
1,732
-284
3 4
5
6 7