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
451
$23.5K 0.02%
710
452
$23.5K 0.02%
154
453
$23.4K 0.02%
1,128
454
$23.4K 0.02%
300
455
$23.3K 0.02%
568
456
$23.2K 0.02%
386
457
$23.1K 0.02%
+573
458
$23.1K 0.02%
546
-854
459
$23.1K 0.02%
35
460
$23.1K 0.02%
334
461
$23K 0.02%
+434
462
$23K 0.02%
287
463
$22.9K 0.02%
713
464
$22.9K 0.02%
59
-3
465
$22.7K 0.02%
227
466
$22.6K 0.02%
810
467
$22.6K 0.02%
257
468
$22.5K 0.02%
347
469
$22.5K 0.02%
717
470
$22.5K 0.02%
671
471
$22.4K 0.02%
459
472
$22.4K 0.02%
1,063
473
$22.3K 0.02%
120
-65
474
$22.3K 0.02%
240
475
$22.2K 0.02%
342
17 18
19
20 21