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
526
$15.8K 0.01%
+729
527
$15.8K 0.01%
389
528
$15.7K 0.01%
237
529
$15.7K 0.01%
559
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530
$15.7K 0.01%
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531
$15.6K 0.01%
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$15.6K 0.01%
170
533
$15.6K 0.01%
187
534
$15.5K 0.01%
259
535
$15.5K 0.01%
353
536
$15.5K 0.01%
300
+201
537
$15.4K 0.01%
350
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538
$15.4K 0.01%
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$15.4K 0.01%
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$15.3K 0.01%
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$15.3K 0.01%
350
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$14.9K 0.01%
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$14.9K 0.01%
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$14.9K 0.01%
2,053
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547
$14.9K 0.01%
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192
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$14.8K 0.01%
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550
$14.8K 0.01%
833
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