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
951
$1.29K ﹤0.01%
69
+5
952
$1.27K ﹤0.01%
26
953
$1.23K ﹤0.01%
9
-20
954
$1.18K ﹤0.01%
12
955
$1.16K ﹤0.01%
62
956
$1.16K ﹤0.01%
39
-13
957
$1.15K ﹤0.01%
39
-314
958
$1.09K ﹤0.01%
18
959
$1.08K ﹤0.01%
34
960
$1.06K ﹤0.01%
16
-276
961
$1.05K ﹤0.01%
10
962
$1.05K ﹤0.01%
24
963
$1.03K ﹤0.01%
11
964
$995 ﹤0.01%
63
-748
965
$983 ﹤0.01%
20
966
$965 ﹤0.01%
21
+3
967
$962 ﹤0.01%
6
968
$952 ﹤0.01%
11
969
$949 ﹤0.01%
21
970
$934 ﹤0.01%
6
971
$883 ﹤0.01%
23
972
$875 ﹤0.01%
7
973
$861 ﹤0.01%
21
974
$829 ﹤0.01%
23
-2
975
$825 ﹤0.01%
9
37 38
39
40 41