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
351
$32.9K 0.03%
590
352
$32.7K 0.03%
834
353
$32.7K 0.03%
681
354
$32.5K 0.03%
114
355
$32.4K 0.03%
236
356
$32.4K 0.03%
1,894
357
$32.3K 0.03%
1,277
358
$32K 0.03%
513
+4
359
$31.9K 0.03%
285
360
$31.6K 0.03%
1,264
361
$31.5K 0.03%
266
+4
362
$31.4K 0.03%
997
363
$31.3K 0.03%
673
364
$31.2K 0.03%
195
365
$31.2K 0.03%
929
366
$31.2K 0.03%
799
367
$30.5K 0.03%
612
368
$30.1K 0.03%
482
-115
369
$30K 0.03%
1,600
370
$29.9K 0.03%
3,440
371
$29.8K 0.02%
163
372
$29.7K 0.02%
652
373
$29.6K 0.02%
1,071
374
$29.1K 0.02%
+640
375
$28.7K 0.02%
1,324
13 14
15
16 17