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
751
$8.18K 0.01%
346
752
$8.18K 0.01%
374
753
$8.17K 0.01%
98
754
$8.14K 0.01%
539
755
$8.12K 0.01%
190
756
$8.1K 0.01%
37
757
$8.09K 0.01%
179
758
$8.05K 0.01%
486
759
$8.05K 0.01%
76
760
$7.99K 0.01%
1,069
761
$7.92K 0.01%
366
762
$7.92K 0.01%
190
763
$7.86K 0.01%
218
764
$7.82K 0.01%
234
765
$7.76K 0.01%
196
766
$7.74K 0.01%
67
767
$7.66K 0.01%
84
768
$7.65K 0.01%
124
-6
769
$7.65K 0.01%
475
770
$7.63K 0.01%
599
771
$7.63K 0.01%
211
772
$7.6K 0.01%
165
+8
773
$7.54K 0.01%
211
774
$7.51K 0.01%
115
775
$7.43K 0.01%
265
29 30
31
32 33