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
176
$134K 0.08%
+6,853
177
$134K 0.08%
2,580
-424
178
$134K 0.08%
8,477
179
$133K 0.08%
4,672
180
$129K 0.08%
1,111
181
$128K 0.07%
1,449
+21
182
$128K 0.07%
28,480
-11,200
183
$126K 0.07%
1,416
184
$123K 0.07%
3,390
185
$122K 0.07%
+5,941
186
$122K 0.07%
1,486
+16
187
$120K 0.07%
862
-10
188
$120K 0.07%
3,743
189
$120K 0.07%
972
190
$119K 0.07%
6,360
+75
191
$116K 0.07%
1,651
+16
192
$115K 0.07%
2,660
193
$114K 0.07%
7,479
-693
194
$113K 0.07%
4,446
195
$112K 0.07%
+1,731
196
$112K 0.07%
1,447
197
$108K 0.06%
1,670
+1,657
198
$106K 0.06%
1,385
+18
199
$106K 0.06%
3,530
+50
200
$106K 0.06%
588
6 7
8
9 10