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
626
$11.1K 0.01%
519
627
$11.1K 0.01%
718
628
$11K 0.01%
690
629
$11K 0.01%
+113
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$10.9K 0.01%
833
631
$10.9K 0.01%
232
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$10.8K 0.01%
256
633
$10.8K 0.01%
353
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$10.8K 0.01%
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635
$10.7K 0.01%
+4
636
$10.7K 0.01%
50
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637
$10.7K 0.01%
414
638
$10.7K 0.01%
325
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$10.6K 0.01%
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$10.2K 0.01%
375
650
$10.2K 0.01%
+451