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
401
$24.5K 0.02%
710
402
$24.4K 0.02%
744
403
$24.4K 0.02%
994
404
$24.3K 0.02%
1,160
405
$24.3K 0.02%
1,207
406
$24.1K 0.02%
405
407
$23.8K 0.02%
106
408
$23.8K 0.02%
1,381
409
$23.7K 0.02%
59
+2
410
$23.7K 0.02%
1,832
411
$23.7K 0.02%
1,066
412
$23.6K 0.02%
595
413
$23.6K 0.02%
2,322
414
$23.6K 0.02%
293
-486
415
$23.6K 0.02%
183
416
$23.6K 0.02%
4,529
417
$23.5K 0.02%
254
418
$23.4K 0.02%
371
419
$23.3K 0.02%
1,063
420
$23.3K 0.02%
1,324
421
$23.2K 0.02%
388
422
$23K 0.02%
163
423
$23K 0.02%
651
424
$22.9K 0.02%
929
425
$22.8K 0.02%
652