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
851
$4.54K ﹤0.01%
35
852
$4.53K ﹤0.01%
49
853
$4.49K ﹤0.01%
613
854
$4.47K ﹤0.01%
94
855
$4.45K ﹤0.01%
296
856
$4.41K ﹤0.01%
299
857
$4.38K ﹤0.01%
243
858
$4.35K ﹤0.01%
229
859
$4.32K ﹤0.01%
244
860
$4.29K ﹤0.01%
240
861
$4.27K ﹤0.01%
102
862
$4.25K ﹤0.01%
238
863
$3.94K ﹤0.01%
59
864
$3.92K ﹤0.01%
63
865
$3.89K ﹤0.01%
67
866
$3.88K ﹤0.01%
57
867
$3.84K ﹤0.01%
216
868
$3.78K ﹤0.01%
58
869
$3.77K ﹤0.01%
58
870
$3.75K ﹤0.01%
100
871
$3.67K ﹤0.01%
45
872
$3.65K ﹤0.01%
87
873
$3.65K ﹤0.01%
44
+25
874
$3.65K ﹤0.01%
43
-3
875
$3.6K ﹤0.01%
23
33 34
35
36 37