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
1001
$580 ﹤0.01%
71
-888
1002
$578 ﹤0.01%
16
1003
$571 ﹤0.01%
16
1004
$570 ﹤0.01%
14
1005
$565 ﹤0.01%
9
1006
$554 ﹤0.01%
10
1007
$533 ﹤0.01%
5
-7
1008
$506 ﹤0.01%
14
1009
$496 ﹤0.01%
21
1010
$487 ﹤0.01%
30
1011
$486 ﹤0.01%
9
1012
$465 ﹤0.01%
7
1013
$465 ﹤0.01%
6
1014
$459 ﹤0.01%
22
1015
$458 ﹤0.01%
4
1016
$446 ﹤0.01%
13
-130
1017
$438 ﹤0.01%
9
1018
$430 ﹤0.01%
33
1019
$430 ﹤0.01%
3
1020
$421 ﹤0.01%
7
1021
$420 ﹤0.01%
+25
1022
$399 ﹤0.01%
7
1023
$399 ﹤0.01%
8
-3
1024
$386 ﹤0.01%
19
1025
$386 ﹤0.01%
31
-6
39 40
41
42 43