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
926
$1.88K ﹤0.01%
140
927
$1.84K ﹤0.01%
44
928
$1.81K ﹤0.01%
19
929
$1.79K ﹤0.01%
76
-25
930
$1.75K ﹤0.01%
13
931
$1.71K ﹤0.01%
34
932
$1.69K ﹤0.01%
14
933
$1.68K ﹤0.01%
122
934
$1.67K ﹤0.01%
24
+16
935
$1.67K ﹤0.01%
20
936
$1.65K ﹤0.01%
9
937
$1.63K ﹤0.01%
24
938
$1.63K ﹤0.01%
22
939
$1.63K ﹤0.01%
17
940
$1.62K ﹤0.01%
24
941
$1.55K ﹤0.01%
128
942
$1.5K ﹤0.01%
61
943
$1.48K ﹤0.01%
106
944
$1.4K ﹤0.01%
33
945
$1.37K ﹤0.01%
24
946
$1.34K ﹤0.01%
43
947
$1.34K ﹤0.01%
68
-3
948
$1.32K ﹤0.01%
20
949
$1.31K ﹤0.01%
26
950
$1.3K ﹤0.01%
15
36 37
38
39 40