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
301
$40.2K 0.03%
454
302
$40K 0.03%
779
303
$40K 0.03%
346
304
$39.9K 0.03%
+3,092
305
$39.7K 0.03%
1,047
-238
306
$39.7K 0.03%
736
307
$39.1K 0.03%
1,408
308
$39K 0.03%
+163
309
$38.8K 0.03%
4,235
310
$37.9K 0.03%
696
+228
311
$37.8K 0.03%
1,364
+33
312
$37.8K 0.03%
590
313
$37.7K 0.03%
2,397
314
$37.7K 0.03%
1,434
315
$37.5K 0.03%
1,255
+333
316
$37.5K 0.03%
553
317
$37.4K 0.03%
1,078
318
$37.1K 0.03%
647
319
$37.1K 0.03%
2,023
-35
320
$37K 0.03%
1,033
321
$37K 0.03%
1,391
322
$37K 0.03%
263
323
$37K 0.03%
1,470
324
$36.8K 0.03%
553
325
$36.6K 0.03%
3,472
11 12
13
14 15