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
551
$14.8K 0.01%
8,640
552
$14.8K 0.01%
561
553
$14.7K 0.01%
456
554
$14.7K 0.01%
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555
$14.6K 0.01%
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556
$14.5K 0.01%
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557
$14.5K 0.01%
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558
$14.5K 0.01%
309
559
$14.4K 0.01%
153
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$14.4K 0.01%
572
561
$14.3K 0.01%
743
562
$14.2K 0.01%
467
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$14.2K 0.01%
735
564
$14K 0.01%
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565
$13.9K 0.01%
594
-1,840
566
$13.9K 0.01%
244
567
$13.8K 0.01%
477
568
$13.8K 0.01%
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569
$13.7K 0.01%
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$13.7K 0.01%
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$13.7K 0.01%
452
572
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1,644
+658
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$13.6K 0.01%
373
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$13.6K 0.01%
178
575
$13.6K 0.01%
1,102