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
401
$24.7K 0.02%
617
-22
402
$24.7K 0.02%
540
+153
403
$24.7K 0.02%
827
404
$24.7K 0.02%
652
405
$24.6K 0.02%
517
406
$24.6K 0.02%
380
407
$24.5K 0.02%
710
408
$24.4K 0.02%
744
409
$24.4K 0.02%
994
410
$24.3K 0.02%
1,160
411
$24.3K 0.02%
1,207
412
$24.1K 0.02%
405
413
$23.8K 0.02%
106
414
$23.8K 0.02%
1,381
415
$23.7K 0.02%
59
+2
416
$23.7K 0.02%
1,832
417
$23.7K 0.02%
1,066
418
$23.6K 0.02%
595
419
$23.6K 0.02%
2,322
420
$23.6K 0.02%
293
-486
421
$23.6K 0.02%
183
422
$23.6K 0.02%
4,529
423
$23.5K 0.02%
254
424
$23.4K 0.02%
371
425
$23.3K 0.02%
1,063