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
$110M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1 +$202K
2 +$176K
3 +$147K
4
MAR icon
Marriott International
MAR
+$94.3K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.4K

Sector Composition

1 Financials 18.74%
2 Technology 7.69%
3 Healthcare 7.51%
4 Consumer Staples 5.52%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$33.1K 0.03%
1,326
327
$32.7K 0.03%
673
328
$32.5K 0.03%
696
329
$32.5K 0.03%
929
330
$32.3K 0.03%
482
331
$32.3K 0.03%
1,711
332
$32.1K 0.03%
806
333
$32K 0.03%
1,391
334
$31.7K 0.03%
1,331
335
$31.6K 0.03%
903
336
$31.5K 0.03%
612
337
$30.8K 0.03%
553
338
$30.7K 0.03%
258
339
$30.7K 0.03%
1,894
340
$30.6K 0.03%
1,277
341
$30.3K 0.03%
3,440
342
$30.3K 0.03%
501
343
$30.2K 0.03%
3,318
344
$30.2K 0.03%
832
345
$30.1K 0.03%
461
346
$30.1K 0.03%
382
347
$30K 0.03%
4,235
348
$30K 0.03%
590
349
$29.9K 0.03%
1,033
350
$29.8K 0.03%
647