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
576
$13.6K 0.01%
395
577
$13.5K 0.01%
497
578
$13.5K 0.01%
82
579
$13.5K 0.01%
136
580
$13.4K 0.01%
255
581
$13.4K 0.01%
288
582
$13.4K 0.01%
280
583
$13.3K 0.01%
959
584
$13.3K 0.01%
204
585
$13.2K 0.01%
609
586
$13.1K 0.01%
1,298
587
$13.1K 0.01%
492
588
$12.9K 0.01%
133
589
$12.9K 0.01%
121
590
$12.9K 0.01%
912
591
$12.8K 0.01%
+811
592
$12.8K 0.01%
79
593
$12.8K 0.01%
586
594
$12.8K 0.01%
424
595
$12.8K 0.01%
241
596
$12.7K 0.01%
+170
597
$12.7K 0.01%
349
598
$12.6K 0.01%
591
599
$12.5K 0.01%
262
600
$12.5K 0.01%
72
+68