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
501
$17.4K 0.02%
704
502
$17.4K 0.02%
180
503
$17.3K 0.02%
501
504
$17.3K 0.02%
572
505
$17.2K 0.02%
761
506
$17.2K 0.02%
1,102
507
$17.2K 0.02%
415
-1,389
508
$16.9K 0.02%
326
509
$16.8K 0.02%
94
510
$16.8K 0.02%
711
511
$16.7K 0.02%
784
512
$16.7K 0.02%
557
513
$16.7K 0.02%
11
514
$16.6K 0.02%
227
515
$16.6K 0.02%
414
-23
516
$16.6K 0.02%
456
517
$16.6K 0.02%
992
518
$16.5K 0.02%
283
519
$16.5K 0.02%
651
520
$16.4K 0.02%
306
521
$16.3K 0.01%
124
522
$16.3K 0.01%
372
523
$16.3K 0.01%
448
+256
524
$16K 0.01%
558
525
$15.9K 0.01%
1,436