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
26
$759K 0.64%
32,178
+616
27
$718K 0.6%
8,174
+663
28
$689K 0.58%
21,220
+133
29
$680K 0.57%
4,083
+4
30
$661K 0.55%
12,115
31
$655K 0.55%
6,013
+181
32
$648K 0.54%
4,565
+76
33
$639K 0.54%
42,780
+254
34
$632K 0.53%
5,509
-85
35
$615K 0.52%
5,407
36
$615K 0.52%
3,690
-57
37
$613K 0.51%
11,014
-9
38
$613K 0.51%
13,820
39
$587K 0.49%
6,535
-5
40
$564K 0.47%
15,623
41
$525K 0.44%
16,719
-302
42
$522K 0.44%
10,701
-137
43
$518K 0.43%
15,448
+2,205
44
$490K 0.41%
8,078
45
$477K 0.4%
6,513
+4
46
$470K 0.39%
5,284
47
$462K 0.39%
3,567
48
$448K 0.38%
10,580
49
$446K 0.37%
3,991
50
$435K 0.36%
27,543
+411
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