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
601
$12.5K 0.01%
496
602
$12.5K 0.01%
348
603
$12.5K 0.01%
722
604
$12.5K 0.01%
449
605
$12.4K 0.01%
190
606
$12.4K 0.01%
506
607
$12.4K 0.01%
544
608
$12.3K 0.01%
+328
609
$12.3K 0.01%
412
610
$12.3K 0.01%
161
+157
611
$12.3K 0.01%
451
612
$12.2K 0.01%
61
613
$12.2K 0.01%
305
614
$12.1K 0.01%
329
615
$12.1K 0.01%
198
616
$12.1K 0.01%
476
617
$12.1K 0.01%
206
618
$12K 0.01%
91
+61
619
$11.9K 0.01%
303
620
$11.8K 0.01%
173
621
$11.7K 0.01%
5,020
+870
622
$11.6K 0.01%
+447
623
$11.6K 0.01%
275
624
$11.6K 0.01%
100
625
$11.6K 0.01%
194