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
576
$13.3K 0.01%
959
577
$13.3K 0.01%
204
578
$13.2K 0.01%
609
579
$13.1K 0.01%
1,298
580
$13.1K 0.01%
492
581
$12.9K 0.01%
133
582
$12.9K 0.01%
121
583
$12.9K 0.01%
912
584
$12.8K 0.01%
+811
585
$12.8K 0.01%
79
586
$12.8K 0.01%
586
587
$12.8K 0.01%
424
588
$12.8K 0.01%
241
589
$12.7K 0.01%
+170
590
$12.7K 0.01%
349
591
$12.5K 0.01%
262
592
$12.5K 0.01%
72
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$12.5K 0.01%
496
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$12.5K 0.01%
348
595
$12.5K 0.01%
722
596
$12.5K 0.01%
449
597
$12.4K 0.01%
190
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$12.4K 0.01%
506
599
$12.4K 0.01%
544
600
$12.3K 0.01%
+328