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
276
$45.5K 0.04%
1,481
277
$45.5K 0.04%
2,058
-91
278
$45.4K 0.04%
379
279
$45.4K 0.04%
264
280
$44.4K 0.04%
1,147
281
$43.7K 0.04%
1,689
282
$43.5K 0.04%
611
283
$43.1K 0.04%
1,020
284
$43.1K 0.04%
548
285
$43K 0.04%
696
286
$42.8K 0.04%
929
287
$42.7K 0.04%
2,076
+1,132
288
$42.3K 0.04%
1,247
289
$42K 0.04%
3,611
-1,163
290
$42K 0.04%
635
291
$40.9K 0.03%
949
292
$40.5K 0.03%
1,393
-22
293
$40.3K 0.03%
630
294
$40.1K 0.03%
1,220
295
$40K 0.03%
1,215
-37
296
$39.9K 0.03%
576
297
$39.5K 0.03%
2,868
298
$39.4K 0.03%
647
299
$39.1K 0.03%
2,517
+195
300
$39K 0.03%
1,408
10 11
12
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