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
76
$249K 0.21%
2,337
77
$248K 0.21%
3,656
78
$242K 0.2%
4,228
-20
79
$241K 0.2%
18,740
-2,110
80
$240K 0.2%
5,075
81
$239K 0.2%
6,152
-108
82
$238K 0.2%
872
-5
83
$237K 0.2%
3,131
84
$234K 0.2%
1,513
-241
85
$232K 0.19%
4,266
86
$232K 0.19%
1,922
87
$229K 0.19%
5,326
88
$227K 0.19%
2,403
-4
89
$226K 0.19%
2,836
90
$220K 0.18%
1,456
91
$220K 0.18%
4,944
+44
92
$219K 0.18%
6,836
93
$219K 0.18%
1,224
94
$216K 0.18%
3,351
95
$216K 0.18%
2,014
96
$213K 0.18%
1,203
97
$211K 0.18%
4,712
98
$210K 0.18%
3,175
99
$209K 0.18%
1,670
100
$208K 0.17%
3,878
2 3
4
5 6