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
176
$112K 0.09%
1,445
177
$108K 0.09%
2,988
178
$106K 0.09%
1,447
179
$106K 0.09%
633
180
$106K 0.09%
1,558
-185
181
$105K 0.09%
801
182
$102K 0.09%
3,236
183
$102K 0.09%
1,328
184
$98.5K 0.08%
1,784
-25
185
$98K 0.08%
445
186
$96.6K 0.08%
1,418
187
$96.4K 0.08%
805
188
$95.5K 0.08%
1,164
-16
189
$94.4K 0.08%
3,679
190
$93.8K 0.08%
1,286
191
$91.8K 0.08%
1,411
+14
192
$89K 0.07%
1,302
193
$88.9K 0.07%
3,473
194
$88.2K 0.07%
1,949
195
$85.7K 0.07%
957
-3
196
$85K 0.07%
580
197
$84.4K 0.07%
2,106
198
$83.7K 0.07%
1,056
199
$82.6K 0.07%
10,920
200
$82.4K 0.07%
1,102
6 7
8
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