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
826
$5.29K ﹤0.01%
133
827
$5.26K ﹤0.01%
152
828
$5.26K ﹤0.01%
336
829
$5.25K ﹤0.01%
63
-16
830
$5.18K ﹤0.01%
120
831
$5.17K ﹤0.01%
93
832
$5.14K ﹤0.01%
210
833
$5.14K ﹤0.01%
183
834
$5.14K ﹤0.01%
124
835
$5.13K ﹤0.01%
149
836
$5.12K ﹤0.01%
73
837
$5.03K ﹤0.01%
108
838
$4.91K ﹤0.01%
48
839
$4.9K ﹤0.01%
132
840
$4.9K ﹤0.01%
146
841
$4.84K ﹤0.01%
276
842
$4.81K ﹤0.01%
44
843
$4.75K ﹤0.01%
17
844
$4.75K ﹤0.01%
87
845
$4.68K ﹤0.01%
600
846
$4.65K ﹤0.01%
45
847
$4.62K ﹤0.01%
347
848
$4.61K ﹤0.01%
80
849
$4.58K ﹤0.01%
352
850
$4.54K ﹤0.01%
53
+4
32 33
34
35 36