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
551
$14.5K 0.01%
309
552
$14.4K 0.01%
153
553
$14.4K 0.01%
572
554
$14.3K 0.01%
743
555
$14.2K 0.01%
467
556
$14.2K 0.01%
735
557
$14K 0.01%
1,482
558
$13.9K 0.01%
594
-1,840
559
$13.9K 0.01%
244
560
$13.8K 0.01%
477
561
$13.8K 0.01%
445
562
$13.7K 0.01%
437
563
$13.7K 0.01%
149
564
$13.7K 0.01%
452
565
$13.6K 0.01%
1,644
+658
566
$13.6K 0.01%
373
567
$13.6K 0.01%
178
568
$13.6K 0.01%
1,102
569
$13.6K 0.01%
395
570
$13.5K 0.01%
497
571
$13.5K 0.01%
82
572
$13.5K 0.01%
136
573
$13.4K 0.01%
255
574
$13.4K 0.01%
288
575
$13.4K 0.01%
280