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
676
$9.02K 0.01%
234
677
$9.01K 0.01%
+210
678
$8.95K 0.01%
771
679
$8.9K 0.01%
9
680
$8.82K 0.01%
347
681
$8.81K 0.01%
1,084
682
$8.8K 0.01%
589
683
$8.8K 0.01%
525
684
$8.79K 0.01%
+138
685
$8.7K 0.01%
387
686
$8.69K 0.01%
+145
687
$8.68K 0.01%
+244
688
$8.64K 0.01%
+150
689
$8.64K 0.01%
+274
690
$8.55K 0.01%
76
691
$8.55K 0.01%
+127
692
$8.51K 0.01%
385
693
$8.44K 0.01%
195
694
$8.43K 0.01%
330
695
$8.32K 0.01%
287
696
$8.27K 0.01%
586
697
$8.27K 0.01%
88
+80
698
$8.26K 0.01%
37
699
$8.24K 0.01%
369
700
$8.21K 0.01%
+652