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
426
$25K 0.02%
+866
427
$24.9K 0.02%
267
-491
428
$24.9K 0.02%
121
-357
429
$24.8K 0.02%
501
430
$24.8K 0.02%
155
-11
431
$24.7K 0.02%
557
432
$24.7K 0.02%
106
433
$24.6K 0.02%
402
434
$24.5K 0.02%
479
435
$24.4K 0.02%
744
436
$24.3K 0.02%
567
437
$24.2K 0.02%
321
438
$24.2K 0.02%
+1,259
439
$24.1K 0.02%
1,018
440
$24.1K 0.02%
522
441
$23.9K 0.02%
371
442
$23.9K 0.02%
+929
443
$23.9K 0.02%
202
444
$23.9K 0.02%
388
445
$23.8K 0.02%
910
446
$23.7K 0.02%
428
447
$23.7K 0.02%
1,013
448
$23.7K 0.02%
1,039
449
$23.7K 0.02%
+237
450
$23.6K 0.02%
670
16 17
18
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