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
651
$10.5K 0.01%
141
652
$10.4K 0.01%
+434
653
$10.4K 0.01%
824
+473
654
$10.4K 0.01%
397
655
$10.4K 0.01%
415
656
$10.3K 0.01%
251
+180
657
$10.3K 0.01%
413
-204
658
$10.2K 0.01%
375
659
$10.2K 0.01%
+451
660
$10.2K 0.01%
208
661
$10.1K 0.01%
+235
662
$10.1K 0.01%
466
663
$10.1K 0.01%
197
664
$9.99K 0.01%
704
665
$9.98K 0.01%
492
666
$9.89K 0.01%
85
667
$9.87K 0.01%
+177
668
$9.79K 0.01%
986
669
$9.79K 0.01%
1,154
670
$9.75K 0.01%
182
671
$9.75K 0.01%
423
672
$9.71K 0.01%
130
+6
673
$9.65K 0.01%
37
674
$9.64K 0.01%
513
675
$9.64K 0.01%
552