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
976
$816 ﹤0.01%
12
977
$810 ﹤0.01%
45
978
$772 ﹤0.01%
+12
979
$771 ﹤0.01%
9
980
$757 ﹤0.01%
18
981
$748 ﹤0.01%
35
982
$739 ﹤0.01%
7
983
$730 ﹤0.01%
9
984
$726 ﹤0.01%
15
985
$710 ﹤0.01%
19
986
$695 ﹤0.01%
30
987
$691 ﹤0.01%
16
988
$686 ﹤0.01%
11
989
$680 ﹤0.01%
10
990
$650 ﹤0.01%
26
991
$650 ﹤0.01%
27
992
$649 ﹤0.01%
9
993
$639 ﹤0.01%
22
994
$628 ﹤0.01%
8
995
$615 ﹤0.01%
26
996
$606 ﹤0.01%
8
997
$606 ﹤0.01%
4
998
$597 ﹤0.01%
17
999
$596 ﹤0.01%
22
-14
1000
$591 ﹤0.01%
41
38 39
40
41 42