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
401
$29.3K 0.02%
840
402
$29.3K 0.02%
552
403
$29.3K 0.02%
617
404
$29.2K 0.02%
+523
405
$29.1K 0.02%
860
+576
406
$29K 0.02%
405
407
$29K 0.02%
852
408
$29K 0.02%
1,071
409
$29K 0.02%
760
410
$29K 0.02%
59
411
$28.9K 0.02%
540
412
$28.8K 0.02%
1,894
413
$28.7K 0.02%
729
+12
414
$28.6K 0.02%
671
415
$28.6K 0.02%
557
416
$28.5K 0.02%
381
+7
417
$28.3K 0.02%
353
418
$28.1K 0.02%
420
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419
$28.1K 0.02%
223
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420
$27.8K 0.02%
465
421
$27.8K 0.02%
670
422
$27.7K 0.02%
294
423
$27.7K 0.02%
2,149
-719
424
$27.5K 0.02%
1,324
425
$27.5K 0.02%
546