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
251
$52.1K 0.04%
1,732
-31
252
$51.8K 0.04%
251
253
$51.7K 0.04%
1,299
254
$51.3K 0.04%
1,189
255
$51.1K 0.04%
277
256
$50.8K 0.04%
849
-11
257
$50.1K 0.04%
876
258
$50K 0.04%
1,069
259
$49.8K 0.04%
255
260
$49.5K 0.04%
545
261
$49.5K 0.04%
1,285
-1,595
262
$49.5K 0.04%
322
263
$49.4K 0.04%
730
264
$49.2K 0.04%
1,272
265
$48.5K 0.04%
138
+34
266
$48.4K 0.04%
148
267
$48.4K 0.04%
798
268
$48.2K 0.04%
234
269
$47.7K 0.04%
792
270
$47.4K 0.04%
1,322
271
$47.2K 0.04%
687
272
$47.2K 0.04%
1,335
-33
273
$47.1K 0.04%
882
274
$46.6K 0.04%
873
275
$46.5K 0.04%
801
9 10
11
12 13