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
701
$10.1K 0.01%
418
+171
702
$10.1K 0.01%
325
703
$10K 0.01%
1,154
704
$10K 0.01%
790
705
$9.99K 0.01%
544
706
$9.98K 0.01%
180
707
$9.91K 0.01%
492
708
$9.87K 0.01%
589
709
$9.83K 0.01%
397
710
$9.72K 0.01%
392
711
$9.66K 0.01%
141
712
$9.61K 0.01%
+3
713
$9.54K 0.01%
+284
714
$9.54K 0.01%
225
+18
715
$9.46K 0.01%
262
716
$9.44K 0.01%
249
717
$9.4K 0.01%
222
718
$9.36K 0.01%
418
719
$9.29K 0.01%
45
720
$9.28K 0.01%
195
721
$9.13K 0.01%
476
-290
722
$9.07K 0.01%
377
723
$9.03K 0.01%
423
724
$9.03K 0.01%
174
725
$9.02K 0.01%
76
27 28
29
30 31