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
326
$36.4K 0.03%
468
327
$36.3K 0.03%
3,318
328
$35.8K 0.03%
916
329
$35.8K 0.03%
230
330
$35.6K 0.03%
1,711
331
$35.4K 0.03%
1,264
332
$35.1K 0.03%
1,069
333
$35.1K 0.03%
1,326
334
$34.9K 0.03%
1,203
335
$34.8K 0.03%
1,832
336
$34.7K 0.03%
519
+6
337
$34.7K 0.03%
285
338
$34.6K 0.03%
461
339
$34.6K 0.03%
217
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340
$34.6K 0.03%
836
341
$34.6K 0.03%
2,311
342
$34.4K 0.03%
617
343
$34.4K 0.03%
997
344
$34.2K 0.03%
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345
$34.1K 0.03%
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346
$34.1K 0.03%
258
347
$34K 0.03%
273
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$33.9K 0.03%
799
349
$33.7K 0.03%
286
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350
$33.6K 0.03%
117
+3