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
1026
$382 ﹤0.01%
13
1027
$381 ﹤0.01%
10
-204
1028
$365 ﹤0.01%
16
1029
$361 ﹤0.01%
3
1030
$358 ﹤0.01%
3
-57
1031
$351 ﹤0.01%
6
1032
$345 ﹤0.01%
11
1033
$341 ﹤0.01%
18
1034
$338 ﹤0.01%
60
1035
$335 ﹤0.01%
9
-244
1036
$333 ﹤0.01%
14
1037
$328 ﹤0.01%
8
1038
$311 ﹤0.01%
13
1039
$303 ﹤0.01%
12
1040
$293 ﹤0.01%
5
1041
$293 ﹤0.01%
5
1042
$282 ﹤0.01%
20
1043
$244 ﹤0.01%
4
1044
$230 ﹤0.01%
+13
1045
$157 ﹤0.01%
1
1046
$151 ﹤0.01%
336
1047
$97 ﹤0.01%
8
1048
$77 ﹤0.01%
+3
1049
$58 ﹤0.01%
6
1050
$29 ﹤0.01%
+1
40 41
42
43 44