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
451
$21K 0.02%
477
452
$20.5K 0.02%
762
453
$20.4K 0.02%
347
454
$20.4K 0.02%
810
455
$20.4K 0.02%
910
456
$20.3K 0.02%
813
457
$20.2K 0.02%
670
458
$20.2K 0.02%
452
459
$20.1K 0.02%
417
460
$19.8K 0.02%
2,311
461
$19.8K 0.02%
+292
462
$19.6K 0.02%
403
463
$19.5K 0.02%
239
464
$19.5K 0.02%
154
465
$19.4K 0.02%
173
466
$19.4K 0.02%
720
467
$19.4K 0.02%
578
468
$19.3K 0.02%
468
469
$19.3K 0.02%
1,540
470
$19.2K 0.02%
502
471
$19.1K 0.02%
521
472
$19.1K 0.02%
202
473
$19K 0.02%
578
474
$18.7K 0.02%
393
475
$18.5K 0.02%
522