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
376
$27.5K 0.03%
476
377
$27.5K 0.03%
1,322
378
$27.5K 0.03%
508
379
$27.1K 0.02%
163
380
$26.8K 0.02%
1,600
381
$26.8K 0.02%
104
382
$26.7K 0.02%
548
383
$26.2K 0.02%
110
384
$26K 0.02%
552
+162
385
$26K 0.02%
290
386
$25.7K 0.02%
486
387
$25.7K 0.02%
226
388
$25.7K 0.02%
3,472
389
$25.6K 0.02%
1,013
390
$25.4K 0.02%
1,434
391
$25.2K 0.02%
564
392
$25.2K 0.02%
627
393
$24.9K 0.02%
388
+110
394
$24.7K 0.02%
1,426
395
$24.7K 0.02%
617
-22
396
$24.7K 0.02%
540
+153
397
$24.7K 0.02%
827
398
$24.7K 0.02%
652
399
$24.6K 0.02%
517
400
$24.6K 0.02%
380