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
251
$55K 0.04%
882
252
$54.3K 0.04%
1,187
253
$53.5K 0.04%
251
254
$53.4K 0.04%
635
255
$52.2K 0.04%
155
+7
256
$51.8K 0.04%
869
+20
257
$50.5K 0.04%
545
258
$50.4K 0.04%
557
-79
259
$50.2K 0.04%
1,299
260
$50K 0.04%
404
+25
261
$49.8K 0.04%
873
262
$49.2K 0.04%
966
-59
263
$49.1K 0.04%
798
264
$48.5K 0.04%
1,532
265
$48.2K 0.04%
792
266
$48K 0.04%
2,637
+120
267
$47.8K 0.04%
801
268
$47.7K 0.04%
1,322
269
$47.4K 0.04%
464
270
$47.4K 0.04%
642
+12
271
$47K 0.04%
729
272
$46.7K 0.04%
2,076
273
$46.2K 0.04%
687
274
$45.7K 0.04%
876
275
$45.7K 0.04%
1,247
9 10
11
12 13