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
1
$13.8M 8.08%
1,228,242
+17,376
2
$11.7M 6.82%
734,712
3
$5.97M 3.49%
125,784
-7,412
4
$5.61M 3.27%
35,651
+331
5
$5.46M 3.19%
210,017
+11,183
6
$5.08M 2.97%
60,560
7
$3.88M 2.27%
27,774
+112
8
$3.85M 2.25%
220,056
+5,176
9
$3.5M 2.04%
62,994
-1,598
10
$3.28M 1.92%
17,285
-568
11
$3.18M 1.85%
39,419
+23
12
$3.15M 1.84%
39,446
+33
13
$2.48M 1.45%
45,897
-457
14
$2.45M 1.43%
20,752
-46
15
$2M 1.17%
25,945
+379
16
$1.98M 1.16%
12,388
+4
17
$1.75M 1.02%
330,012
-16,354
18
$1.71M 1%
21,571
-57
19
$1.6M 0.93%
12,959
-65
20
$1.6M 0.93%
37,165
-817
21
$1.46M 0.85%
24,820
+60
22
$1.44M 0.84%
16,140
+60
23
$1.24M 0.72%
23,030
+43
24
$1.21M 0.71%
12,370
-1,229
25
$1.2M 0.7%
43,624
+459
1
2 3 4 5