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
901
$2.78K ﹤0.01%
29
902
$2.74K ﹤0.01%
88
903
$2.73K ﹤0.01%
25
-6
904
$2.65K ﹤0.01%
116
905
$2.63K ﹤0.01%
90
906
$2.61K ﹤0.01%
109
-17
907
$2.58K ﹤0.01%
23
908
$2.57K ﹤0.01%
80
909
$2.5K ﹤0.01%
65
910
$2.48K ﹤0.01%
47
911
$2.48K ﹤0.01%
81
912
$2.45K ﹤0.01%
28
913
$2.45K ﹤0.01%
93
914
$2.4K ﹤0.01%
40
915
$2.31K ﹤0.01%
26
916
$2.31K ﹤0.01%
48
-14
917
$2.3K ﹤0.01%
57
918
$2.3K ﹤0.01%
50
919
$2.25K ﹤0.01%
68
920
$2.24K ﹤0.01%
270
921
$2.2K ﹤0.01%
22
922
$2K ﹤0.01%
32
923
$1.98K ﹤0.01%
71
924
$1.97K ﹤0.01%
97
925
$1.88K ﹤0.01%
55
35 36
37
38 39