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
276
$45.4K 0.04%
1,189
277
$44.9K 0.04%
724
+666
278
$44.9K 0.04%
1,147
279
$44.8K 0.04%
929
280
$44.7K 0.04%
730
281
$44.5K 0.04%
1,220
282
$44.4K 0.04%
949
283
$43.6K 0.03%
611
284
$43.4K 0.03%
506
285
$43.3K 0.03%
878
286
$43.2K 0.03%
1,481
287
$43.1K 0.03%
1,272
288
$43K 0.03%
3,845
+234
289
$42.9K 0.03%
1,689
290
$42.6K 0.03%
1,199
291
$42.1K 0.03%
548
292
$41.9K 0.03%
259
-5
293
$41.3K 0.03%
1,870
294
$41.2K 0.03%
1,273
+58
295
$41.1K 0.03%
696
296
$41.1K 0.03%
140
+2
297
$40.7K 0.03%
280
+3
298
$40.3K 0.03%
94
+7
299
$40.3K 0.03%
806
300
$40.3K 0.03%
576
10 11
12
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