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
201
$105K 0.06%
630
202
$105K 0.06%
847
+9
203
$105K 0.06%
1,614
+14
204
$105K 0.06%
1,039
+7
205
$104K 0.06%
2,415
-544
206
$103K 0.06%
10,400
207
$103K 0.06%
3,913
-751
208
$100K 0.06%
3,024
209
$98.5K 0.06%
1,360
+20
210
$97.6K 0.06%
960
+5
211
$96.2K 0.06%
898
212
$95.4K 0.06%
4,040
+76
213
$95.1K 0.06%
957
+8
214
$94.1K 0.05%
2,968
215
$94K 0.05%
1,321
+17
216
$93.5K 0.05%
799
217
$92.5K 0.05%
660
+12
218
$92.2K 0.05%
3,147
+17
219
$91.7K 0.05%
3,208
220
$90.7K 0.05%
1,908
221
$90K 0.05%
1,309
222
$89.9K 0.05%
338
+6
223
$89.7K 0.05%
1,246
+8
224
$88.1K 0.05%
1,515
225
$88.1K 0.05%
1,407
7 8
9
10 11