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
326
$35.7K 0.03%
1,391
327
$35.7K 0.03%
1,001
328
$35.6K 0.03%
1,470
329
$35.2K 0.03%
1,186
+486
330
$35K 0.03%
258
331
$34.8K 0.03%
87
-4
332
$34.8K 0.03%
2,397
+781
333
$34.6K 0.03%
4,235
334
$34.4K 0.03%
1,583
-54
335
$34.3K 0.03%
1,711
336
$34.1K 0.03%
1,220
-634
337
$34K 0.03%
1,583
+1,369
338
$33.9K 0.03%
1,203
339
$33.9K 0.03%
1,434
340
$33.8K 0.03%
553
341
$33.8K 0.03%
508
342
$33.7K 0.03%
+729
343
$33.6K 0.03%
461
344
$33.6K 0.03%
564
345
$33.6K 0.03%
553
346
$33.4K 0.03%
230
347
$33.3K 0.03%
821
348
$33.1K 0.03%
1,331
349
$33K 0.03%
1,768
-102
350
$33K 0.03%
1,098
12 13
14
15 16