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
$126M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$363K
3
+$234K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$225K
5
BP icon
BP
BP
+$225K

Top Sells

1
+$56.2K
2
+$53.6K
3
+$47.3K
4
UBSI icon
United Bankshares
UBSI
+$43.1K
5
EXR icon
Extra Space Storage
EXR
+$37.3K

Sector Composition

1 Financials 17.97%
2 Technology 8.1%
3 Healthcare 7.39%
4 Industrials 5.91%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.05%
1,378
+15
227
$65K 0.05%
699
228
$64.9K 0.05%
862
229
$63.3K 0.05%
713
+14
230
$63.3K 0.05%
506
231
$62.1K 0.05%
1,161
232
$61.7K 0.05%
1,850
+664
233
$61.3K 0.05%
1,609
234
$61.1K 0.05%
+697
235
$61K 0.05%
737
236
$60.7K 0.05%
348
+26
237
$60.2K 0.05%
1,164
238
$59.6K 0.05%
737
239
$58.9K 0.05%
1,005
240
$58.8K 0.05%
297
-2
241
$58.8K 0.05%
909
-31
242
$58.6K 0.05%
277
243
$57.8K 0.05%
1,036
244
$57K 0.05%
237
+3
245
$56.9K 0.05%
816
246
$56.5K 0.04%
1,221
247
$56.5K 0.04%
3,273
248
$55.5K 0.04%
669
249
$55.4K 0.04%
255
250
$55.3K 0.04%
955
8 9
10
11 12