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
601
$12.3K 0.01%
412
602
$12.3K 0.01%
161
+157
603
$12.3K 0.01%
451
604
$12.2K 0.01%
61
605
$12.2K 0.01%
305
606
$12.1K 0.01%
329
607
$12.1K 0.01%
198
608
$12.1K 0.01%
476
609
$12.1K 0.01%
206
610
$12K 0.01%
91
+61
611
$11.9K 0.01%
303
612
$11.7K 0.01%
5,020
+870
613
$11.6K 0.01%
+447
614
$11.6K 0.01%
275
615
$11.6K 0.01%
100
616
$11.6K 0.01%
194
617
$11.6K 0.01%
161
618
$11.6K 0.01%
+117
619
$11.5K 0.01%
237
620
$11.5K 0.01%
416
621
$11.4K 0.01%
1,420
622
$11.4K 0.01%
45
623
$11.3K 0.01%
253
624
$11.3K 0.01%
715
+695
625
$11.2K 0.01%
445