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 +$184K
2 +$178K
3 +$149K
4
MAR icon
Marriott International
MAR
+$90.1K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$85.2K

Sector Composition

1 Financials 18.74%
2 Technology 7.9%
3 Healthcare 7.52%
4 Consumer Staples 5.52%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$27.9K 0.03%
635
377
$27.9K 0.03%
353
378
$27.7K 0.03%
285
379
$27.6K 0.03%
840
-80
380
$27.6K 0.03%
402
381
$27.5K 0.03%
476
382
$27.5K 0.03%
1,322
383
$27.5K 0.03%
508
384
$27.1K 0.02%
163
385
$26.8K 0.02%
1,600
386
$26.8K 0.02%
104
387
$26.7K 0.02%
548
388
$26.2K 0.02%
110
389
$26.1K 0.02%
289
390
$26K 0.02%
552
+162
391
$26K 0.02%
290
392
$25.7K 0.02%
486
393
$25.7K 0.02%
226
394
$25.7K 0.02%
3,472
395
$25.6K 0.02%
1,013
396
$25.4K 0.02%
1,434
397
$25.2K 0.02%
564
398
$25.2K 0.02%
627
399
$24.9K 0.02%
388
+110
400
$24.7K 0.02%
1,426