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
776
$7.42K 0.01%
552
777
$7.42K 0.01%
170
778
$7.41K 0.01%
108
779
$7.29K 0.01%
55
780
$7.21K 0.01%
88
+16
781
$7.15K 0.01%
385
782
$7.09K 0.01%
137
+5
783
$7.05K 0.01%
58
784
$6.99K 0.01%
135
785
$6.94K 0.01%
86
786
$6.89K 0.01%
248
787
$6.85K 0.01%
52
788
$6.84K 0.01%
190
-25
789
$6.82K 0.01%
280
790
$6.78K 0.01%
288
791
$6.75K 0.01%
51
792
$6.71K 0.01%
212
793
$6.68K 0.01%
284
794
$6.64K 0.01%
349
-29
795
$6.63K 0.01%
49
796
$6.63K 0.01%
90
797
$6.61K 0.01%
917
798
$6.57K 0.01%
552
799
$6.54K 0.01%
100
800
$6.53K 0.01%
81
30 31
32
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