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
126
$166K 0.14%
6,900
-99
127
$164K 0.14%
2,091
128
$163K 0.14%
4,173
129
$162K 0.14%
5,160
-5,167
130
$160K 0.13%
3,919
131
$158K 0.13%
3,179
-36
132
$157K 0.13%
1,826
133
$156K 0.13%
10,755
134
$154K 0.13%
1,976
-3
135
$153K 0.13%
1,937
-135
136
$153K 0.13%
3,109
+19
137
$152K 0.13%
1,842
-16
138
$151K 0.13%
1,164
139
$151K 0.13%
2,182
140
$151K 0.13%
8,477
141
$150K 0.13%
2,188
142
$148K 0.12%
2,140
143
$148K 0.12%
902
144
$147K 0.12%
4,336
-3
145
$146K 0.12%
1,111
146
$143K 0.12%
602
147
$140K 0.12%
2,353
148
$139K 0.12%
1,046
149
$138K 0.12%
4,699
150
$137K 0.11%
591
4 5
6
7 8