SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$947K
2
+$712K
3
+$293K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$274K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$149K

Top Sells

1
+$160K
2
+$62.4K
3
+$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.2K 0.05%
590
+105
227
$61.1K 0.05%
794
228
$60.9K 0.05%
862
229
$60.9K 0.05%
2,651
+2,185
230
$60.5K 0.05%
737
-21
231
$59.5K 0.05%
1,164
-4
232
$59.4K 0.05%
506
233
$59K 0.05%
1,161
234
$57.7K 0.05%
669
235
$57.5K 0.05%
1,199
236
$57.2K 0.05%
737
237
$57K 0.05%
955
238
$57K 0.05%
1,036
239
$56.8K 0.05%
3,273
-28
240
$56.8K 0.05%
558
241
$56.3K 0.05%
699
+175
242
$56.2K 0.05%
2,163
243
$56K 0.05%
299
244
$55.7K 0.05%
464
-22
245
$55.2K 0.05%
742
246
$55.1K 0.05%
816
247
$54.6K 0.05%
1,221
248
$52.5K 0.04%
1,532
249
$52.1K 0.04%
1,025
250
$52.1K 0.04%
1,005
8 9
10
11 12