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
151
$180K 0.1%
6,271
152
$179K 0.1%
2,880
+28
153
$174K 0.1%
1,059
+7
154
$171K 0.1%
3,998
+25
155
$169K 0.1%
585
156
$169K 0.1%
2,353
157
$168K 0.1%
1,341
158
$166K 0.1%
2,487
+13
159
$164K 0.1%
2,188
160
$161K 0.09%
3,625
161
$159K 0.09%
11,260
+61
162
$157K 0.09%
1,973
+9
163
$154K 0.09%
2,980
164
$153K 0.09%
1,132
+8
165
$153K 0.09%
4,698
+75
166
$152K 0.09%
1,465
+13
167
$151K 0.09%
3,738
+18
168
$148K 0.09%
+5,983
169
$147K 0.09%
608
+6
170
$143K 0.08%
2,303
+27
171
$140K 0.08%
3,074
+21
172
$137K 0.08%
897
173
$137K 0.08%
3,224
174
$135K 0.08%
1,049
175
$135K 0.08%
3,774
+12
5 6
7
8 9