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
776
$5.95K 0.01%
190
777
$5.95K 0.01%
142
+16
778
$5.94K 0.01%
246
779
$5.9K 0.01%
177
780
$5.77K 0.01%
288
781
$5.75K 0.01%
76
-110
782
$5.73K 0.01%
152
783
$5.69K 0.01%
418
784
$5.61K 0.01%
280
785
$5.6K 0.01%
108
786
$5.53K 0.01%
60
787
$5.51K 0.01%
475
788
$5.51K 0.01%
52
789
$5.49K 0.01%
790
790
$5.49K 0.01%
148
791
$5.46K 0.01%
893
792
$5.46K 0.01%
484
793
$5.41K ﹤0.01%
132
794
$5.37K ﹤0.01%
79
795
$5.3K ﹤0.01%
218
796
$5.29K ﹤0.01%
449
797
$5.26K ﹤0.01%
356
798
$5.21K ﹤0.01%
144
799
$5.17K ﹤0.01%
133
800
$5.16K ﹤0.01%
+82