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
876
$3.57K ﹤0.01%
41
877
$3.56K ﹤0.01%
74
878
$3.55K ﹤0.01%
57
+3
879
$3.5K ﹤0.01%
112
880
$3.47K ﹤0.01%
120
881
$3.4K ﹤0.01%
21
882
$3.36K ﹤0.01%
146
883
$3.32K ﹤0.01%
68
884
$3.31K ﹤0.01%
90
885
$3.29K ﹤0.01%
51
886
$3.23K ﹤0.01%
242
-3,173
887
$3.2K ﹤0.01%
84
+54
888
$3.19K ﹤0.01%
27
889
$3.16K ﹤0.01%
83
890
$3.13K ﹤0.01%
54
891
$3K ﹤0.01%
112
892
$2.98K ﹤0.01%
75
893
$2.95K ﹤0.01%
63
894
$2.92K ﹤0.01%
99
-1,727
895
$2.91K ﹤0.01%
36
896
$2.9K ﹤0.01%
91
+3
897
$2.9K ﹤0.01%
64
898
$2.81K ﹤0.01%
33
899
$2.79K ﹤0.01%
18
900
$2.78K ﹤0.01%
47
34 35
36
37 38