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
451
$20.2K 0.02%
670
452
$20.2K 0.02%
452
453
$20.1K 0.02%
417
454
$19.8K 0.02%
2,311
455
$19.8K 0.02%
+292
456
$19.6K 0.02%
403
457
$19.5K 0.02%
239
458
$19.5K 0.02%
154
459
$19.4K 0.02%
173
460
$19.4K 0.02%
720
461
$19.4K 0.02%
578
462
$19.3K 0.02%
468
463
$19.3K 0.02%
1,540
464
$19.2K 0.02%
502
465
$19.1K 0.02%
521
466
$19.1K 0.02%
202
467
$19K 0.02%
578
468
$18.7K 0.02%
393
469
$18.5K 0.02%
522
470
$18.5K 0.02%
+522
471
$18.5K 0.02%
342
472
$18.5K 0.02%
568
473
$18.5K 0.02%
760
474
$18.4K 0.02%
+288
475
$18.4K 0.02%
445