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
201
$82.4K 0.07%
2,169
202
$81.2K 0.07%
1,888
203
$79.3K 0.07%
1,333
+15
204
$77.8K 0.07%
1,464
205
$77.3K 0.06%
1,835
+1,508
206
$74.9K 0.06%
27,520
+680
207
$73.3K 0.06%
1,646
208
$73.1K 0.06%
3,416
209
$72.1K 0.06%
4,809
210
$71.9K 0.06%
817
-7
211
$71.7K 0.06%
2,258
+612
212
$71.4K 0.06%
1,033
213
$70K 0.06%
1,363
+25
214
$70K 0.06%
500
215
$69K 0.06%
3,324
216
$66.7K 0.06%
504
217
$65.3K 0.05%
1,609
218
$65.1K 0.05%
3,468
+2,058
219
$64.6K 0.05%
869
-128
220
$64.5K 0.05%
699
221
$64.4K 0.05%
940
-14
222
$63.4K 0.05%
936
223
$62.5K 0.05%
1,187
224
$62K 0.05%
636
-71
225
$61.9K 0.05%
837
7 8
9
10 11