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
476
$18.4K 0.02%
1,580
+1,277
477
$18.3K 0.02%
552
478
$18.3K 0.02%
792
479
$18.2K 0.02%
567
480
$18.2K 0.02%
424
481
$18K 0.02%
164
482
$18K 0.02%
405
483
$18K 0.02%
55
484
$17.9K 0.02%
334
485
$17.9K 0.02%
+816
486
$17.9K 0.02%
700
487
$17.9K 0.02%
242
488
$17.9K 0.02%
922
489
$17.8K 0.02%
202
490
$17.8K 0.02%
1,018
491
$17.8K 0.02%
496
492
$17.6K 0.02%
288
493
$17.6K 0.02%
62
494
$17.6K 0.02%
221
+57
495
$17.4K 0.02%
704
496
$17.4K 0.02%
180
497
$17.3K 0.02%
501
498
$17.3K 0.02%
572
499
$17.2K 0.02%
761
500
$17.2K 0.02%
1,102