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
301
$38.9K 0.03%
730
-520
302
$38.8K 0.03%
1,674
303
$38.8K 0.03%
506
304
$38.8K 0.03%
736
305
$38.6K 0.03%
468
306
$38K 0.03%
878
307
$38K 0.03%
806
308
$37.7K 0.03%
277
-5
309
$37.7K 0.03%
1,078
310
$37.5K 0.03%
1,870
311
$37.3K 0.03%
779
312
$37.2K 0.03%
590
313
$37.2K 0.03%
1,832
314
$37.2K 0.03%
3,472
315
$37.2K 0.03%
263
316
$37.2K 0.03%
916
317
$37K 0.03%
3,318
318
$36.7K 0.03%
617
319
$36.6K 0.03%
1,326
320
$36.3K 0.03%
454
321
$36.1K 0.03%
897
322
$36K 0.03%
836
323
$35.9K 0.03%
346
324
$35.8K 0.03%
1,322
325
$35.7K 0.03%
1,033
11 12
13
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