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
376
$31.3K 0.02%
202
377
$31.2K 0.02%
681
378
$31.1K 0.02%
903
379
$30.8K 0.02%
1,654
380
$30.8K 0.02%
715
+233
381
$30.8K 0.02%
1,364
-1,287
382
$30.7K 0.02%
1,600
383
$30.5K 0.02%
792
384
$30.5K 0.02%
+692
385
$30.3K 0.02%
704
386
$30.3K 0.02%
1,583
387
$30.3K 0.02%
612
388
$30.1K 0.02%
929
389
$30.1K 0.02%
5,262
+458
390
$30.1K 0.02%
651
391
$30.1K 0.02%
398
+66
392
$30.1K 0.02%
1,426
393
$30.1K 0.02%
479
394
$30.1K 0.02%
1,160
395
$30K 0.02%
1,098
396
$29.9K 0.02%
226
397
$29.6K 0.02%
548
398
$29.5K 0.02%
371
399
$29.5K 0.02%
1,887
+1,200
400
$29.4K 0.02%
929
14 15
16
17 18