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
676
$11.1K 0.01%
475
677
$10.9K 0.01%
718
678
$10.9K 0.01%
37
679
$10.9K 0.01%
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$10.9K 0.01%
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681
$10.8K 0.01%
121
682
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144
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683
$10.8K 0.01%
112
684
$10.8K 0.01%
394
685
$10.8K 0.01%
652
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686
$10.7K 0.01%
81
-4
687
$10.7K 0.01%
525
688
$10.6K 0.01%
2,607
+2,606
689
$10.6K 0.01%
45
690
$10.6K 0.01%
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691
$10.6K 0.01%
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692
$10.5K 0.01%
223
693
$10.5K 0.01%
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695
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696
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347
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852
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699
$10.1K 0.01%
416
700
$10.1K 0.01%
182
26 27
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29 30