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
626
$11.6K 0.01%
161
627
$11.6K 0.01%
+117
628
$11.5K 0.01%
237
629
$11.5K 0.01%
416
630
$11.4K 0.01%
1,420
631
$11.4K 0.01%
45
632
$11.3K 0.01%
253
633
$11.3K 0.01%
715
+695
634
$11.2K 0.01%
445
635
$11.1K 0.01%
519
636
$11.1K 0.01%
718
637
$11K 0.01%
690
638
$11K 0.01%
+113
639
$10.9K 0.01%
833
640
$10.9K 0.01%
232
641
$10.8K 0.01%
256
642
$10.8K 0.01%
353
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643
$10.8K 0.01%
687
644
$10.7K 0.01%
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645
$10.7K 0.01%
50
+10
646
$10.7K 0.01%
414
647
$10.7K 0.01%
325
648
$10.6K 0.01%
174
649
$10.6K 0.01%
448
650
$10.5K 0.01%
145