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
651
$10.2K 0.01%
208
652
$10.1K 0.01%
466
653
$10.1K 0.01%
197
654
$9.99K 0.01%
704
655
$9.98K 0.01%
492
656
$9.89K 0.01%
85
657
$9.87K 0.01%
+177
658
$9.79K 0.01%
986
659
$9.79K 0.01%
1,154
660
$9.75K 0.01%
182
661
$9.75K 0.01%
423
662
$9.71K 0.01%
130
+6
663
$9.65K 0.01%
37
664
$9.64K 0.01%
513
665
$9.64K 0.01%
552
666
$9.56K 0.01%
398
667
$9.54K 0.01%
201
668
$9.51K 0.01%
378
669
$9.51K 0.01%
249
670
$9.49K 0.01%
+112
671
$9.43K 0.01%
902
672
$9.42K 0.01%
475
673
$9.39K 0.01%
108
674
$9.34K 0.01%
317
675
$9.28K 0.01%
230