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
476
$22.1K 0.02%
296
477
$22.1K 0.02%
2,489
478
$22K 0.02%
704
479
$22K 0.02%
2,311
480
$22K 0.02%
+1,181
481
$22K 0.02%
760
482
$21.9K 0.02%
1,066
483
$21.9K 0.02%
332
484
$21.8K 0.02%
922
485
$21.7K 0.02%
448
486
$21.4K 0.02%
578
487
$21.4K 0.02%
521
488
$21.3K 0.02%
288
489
$21.3K 0.02%
380
490
$21.2K 0.02%
578
491
$21.2K 0.02%
269
492
$21.2K 0.02%
720
493
$21.1K 0.02%
287
494
$21K 0.02%
353
495
$20.9K 0.02%
702
+372
496
$20.9K 0.02%
699
497
$20.8K 0.02%
711
498
$20.8K 0.02%
761
499
$20.8K 0.02%
1,004
500
$20.7K 0.02%
+1,125
18 19
20
21 22