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
801
$6.51K 0.01%
9
802
$6.47K 0.01%
228
803
$6.45K 0.01%
449
804
$6.39K 0.01%
164
-64
805
$6.3K 0.01%
142
806
$6.29K 0.01%
107
-5
807
$6.29K 0.01%
246
808
$6.27K 0.01%
561
809
$6.21K 0.01%
190
810
$6.14K 0.01%
51
811
$6.13K 0.01%
378
812
$6.06K 0.01%
102
813
$6K 0.01%
93
814
$5.99K 0.01%
356
815
$5.83K ﹤0.01%
440
816
$5.76K ﹤0.01%
261
817
$5.7K ﹤0.01%
66
818
$5.55K ﹤0.01%
219
819
$5.55K ﹤0.01%
50
820
$5.52K ﹤0.01%
241
821
$5.5K ﹤0.01%
124
822
$5.46K ﹤0.01%
144
-180
823
$5.45K ﹤0.01%
344
824
$5.37K ﹤0.01%
573
825
$5.34K ﹤0.01%
174
31 32
33
34 35