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
101
$207K 0.17%
3,315
102
$202K 0.17%
13,599
103
$198K 0.17%
4,213
+307
104
$197K 0.17%
837
105
$196K 0.16%
14,182
106
$195K 0.16%
3,268
-75
107
$192K 0.16%
2,598
108
$190K 0.16%
1,685
+73
109
$189K 0.16%
3,666
110
$188K 0.16%
2,968
111
$185K 0.16%
1,158
112
$180K 0.15%
1,085
113
$179K 0.15%
2,252
114
$176K 0.15%
1,062
+4
115
$174K 0.15%
1,967
+3
116
$174K 0.15%
876
+4
117
$173K 0.14%
6,396
118
$172K 0.14%
1,859
119
$172K 0.14%
2,839
120
$172K 0.14%
2,107
121
$168K 0.14%
1,400
122
$168K 0.14%
5,340
123
$168K 0.14%
10,030
124
$167K 0.14%
5,653
125
$166K 0.14%
1,977
-2
3 4
5
6 7