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
726
$9.01K 0.01%
308
727
$9K 0.01%
305
728
$8.97K 0.01%
120
729
$8.92K 0.01%
9
730
$8.9K 0.01%
101
731
$8.87K 0.01%
230
732
$8.84K 0.01%
111
733
$8.8K 0.01%
519
734
$8.79K 0.01%
1,085
735
$8.78K 0.01%
+120
736
$8.71K 0.01%
105
737
$8.7K 0.01%
378
738
$8.56K 0.01%
900
+60
739
$8.54K 0.01%
771
740
$8.49K 0.01%
287
741
$8.45K 0.01%
127
742
$8.41K 0.01%
228
743
$8.4K 0.01%
870
744
$8.39K 0.01%
231
745
$8.38K 0.01%
72
746
$8.33K 0.01%
140
747
$8.31K 0.01%
390
748
$8.28K 0.01%
80
749
$8.27K 0.01%
394
750
$8.26K 0.01%
108
28 29
30
31 32