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
351
$33.3K 0.03%
163
352
$33.3K 0.03%
236
353
$33.2K 0.03%
223
+3
354
$33.1K 0.03%
590
355
$32.9K 0.03%
1,322
356
$32.8K 0.03%
611
+356
357
$32.7K 0.03%
1,413
+20
358
$32.5K 0.03%
652
359
$32.4K 0.03%
821
360
$32.4K 0.03%
834
361
$32.3K 0.03%
994
362
$32.3K 0.03%
1,768
363
$32.3K 0.03%
1,731
+1,255
364
$32.2K 0.03%
552
365
$32.2K 0.03%
3,440
366
$32.1K 0.03%
549
367
$32.1K 0.03%
1,674
368
$32.1K 0.03%
564
369
$32.1K 0.03%
1,277
370
$31.9K 0.03%
897
371
$31.9K 0.03%
508
372
$31.8K 0.03%
+181
373
$31.6K 0.03%
673
374
$31.6K 0.03%
163
375
$31.3K 0.02%
517
13 14
15
16 17