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
126
$221K 0.13%
1,399
+4
127
$221K 0.13%
10,398
+2,267
128
$219K 0.13%
5,912
+18
129
$218K 0.13%
5,492
130
$217K 0.13%
3,285
131
$214K 0.13%
6,478
+32
132
$213K 0.12%
1,227
+9
133
$210K 0.12%
4,351
+21
134
$209K 0.12%
3,545
+13
135
$208K 0.12%
881
+4
136
$207K 0.12%
2,301
+11
137
$205K 0.12%
452
138
$204K 0.12%
10,030
139
$202K 0.12%
3,894
140
$201K 0.12%
3,743
141
$200K 0.12%
1,632
+11
142
$198K 0.12%
2,107
143
$195K 0.11%
2,047
+7
144
$193K 0.11%
+9,313
145
$191K 0.11%
1,406
-568
146
$190K 0.11%
445
+74
147
$190K 0.11%
2,252
+27
148
$181K 0.11%
1,142
-232
149
$180K 0.11%
2,248
150
$180K 0.11%
657
+9
4 5
6
7 8