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
151
$136K 0.11%
3,047
152
$135K 0.11%
3,625
153
$132K 0.11%
+3,146
154
$131K 0.11%
1,139
155
$131K 0.11%
6,408
+146
156
$129K 0.11%
1,062
-5
157
$129K 0.11%
8,700
+30
158
$128K 0.11%
72
159
$127K 0.11%
3,024
160
$127K 0.11%
2,279
161
$126K 0.11%
1,341
162
$126K 0.11%
4,446
163
$126K 0.11%
4,894
164
$125K 0.1%
1,052
165
$124K 0.1%
5,660
+20
166
$123K 0.1%
3,903
167
$122K 0.1%
2,660
168
$121K 0.1%
2,338
169
$120K 0.1%
808
170
$120K 0.1%
1,053
-6
171
$117K 0.1%
6,285
172
$116K 0.1%
302
173
$114K 0.1%
1,047
174
$114K 0.1%
1,765
175
$113K 0.09%
1,470
5 6
7
8 9