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
676
$9.56K 0.01%
398
677
$9.54K 0.01%
201
678
$9.51K 0.01%
378
679
$9.51K 0.01%
249
680
$9.49K 0.01%
+112
681
$9.43K 0.01%
902
682
$9.42K 0.01%
475
683
$9.39K 0.01%
108
684
$9.34K 0.01%
317
685
$9.28K 0.01%
230
686
$9.02K 0.01%
234
687
$9.01K 0.01%
+210
688
$8.95K 0.01%
771
689
$8.9K 0.01%
9
690
$8.82K 0.01%
347
691
$8.81K 0.01%
1,084
692
$8.8K 0.01%
589
693
$8.8K 0.01%
525
694
$8.79K 0.01%
+138
695
$8.7K 0.01%
387
696
$8.69K 0.01%
+145
697
$8.68K 0.01%
+244
698
$8.64K 0.01%
+150
699
$8.64K 0.01%
+274
700
$8.55K 0.01%
76