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
401
$26.5K 0.02%
852
402
$26.5K 0.02%
395
403
$26.5K 0.02%
374
-9
404
$26.4K 0.02%
1,654
405
$26.4K 0.02%
792
406
$26.4K 0.02%
163
407
$26.4K 0.02%
353
408
$26.2K 0.02%
1,426
409
$26.2K 0.02%
372
410
$26.1K 0.02%
686
411
$26K 0.02%
311
-71
412
$25.9K 0.02%
552
413
$25.9K 0.02%
595
414
$25.9K 0.02%
226
415
$25.9K 0.02%
1,381
416
$25.9K 0.02%
813
417
$25.7K 0.02%
748
418
$25.6K 0.02%
+82
419
$25.6K 0.02%
4,529
420
$25.5K 0.02%
847
+506
421
$25.3K 0.02%
457
422
$25.2K 0.02%
816
-1,784
423
$25.2K 0.02%
425
-1,098
424
$25.2K 0.02%
294
425
$25.1K 0.02%
1,448
15 16
17
18 19