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
751
$6.95K 0.01%
51
752
$6.95K 0.01%
132
753
$6.95K 0.01%
215
754
$6.92K 0.01%
9
755
$6.79K 0.01%
51
756
$6.78K 0.01%
84
+7
757
$6.71K 0.01%
228
758
$6.69K 0.01%
380
759
$6.62K 0.01%
157
760
$6.62K 0.01%
135
761
$6.6K 0.01%
86
762
$6.6K 0.01%
179
763
$6.59K 0.01%
55
764
$6.57K 0.01%
58
765
$6.47K 0.01%
265
766
$6.39K 0.01%
219
767
$6.3K 0.01%
81
768
$6.29K 0.01%
552
769
$6.26K 0.01%
613
770
$6.15K 0.01%
576
771
$6.08K 0.01%
102
772
$6.07K 0.01%
112
+95
773
$6.05K 0.01%
917
774
$6K 0.01%
320
775
$5.97K 0.01%
149