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
426
$22.8K 0.02%
428
427
$22.7K 0.02%
479
428
$22.7K 0.02%
+1,544
429
$22.5K 0.02%
275
-378
430
$22.3K 0.02%
549
431
$22.1K 0.02%
2,177
432
$21.9K 0.02%
598
+349
433
$21.8K 0.02%
1,616
434
$21.8K 0.02%
1,654
435
$21.6K 0.02%
1,128
436
$21.5K 0.02%
386
437
$21.5K 0.02%
35
438
$21.4K 0.02%
294
439
$21.3K 0.02%
328
440
$21.2K 0.02%
306
441
$21.1K 0.02%
332
442
$21.1K 0.02%
287
443
$21K 0.02%
+261
444
$21K 0.02%
382
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445
$21K 0.02%
477
446
$20.5K 0.02%
762
447
$20.4K 0.02%
347
448
$20.4K 0.02%
810
449
$20.4K 0.02%
910
450
$20.3K 0.02%
813