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
426
$27.4K 0.02%
395
427
$27.4K 0.02%
481
+5
428
$26.9K 0.02%
710
429
$26.9K 0.02%
652
430
$26.8K 0.02%
827
431
$26.7K 0.02%
835
432
$26.6K 0.02%
154
433
$26.5K 0.02%
486
434
$26.4K 0.02%
195
435
$26.3K 0.02%
686
436
$26.3K 0.02%
813
437
$26.2K 0.02%
4,529
438
$26.1K 0.02%
1,039
439
$26K 0.02%
82
440
$26K 0.02%
428
441
$25.9K 0.02%
1,004
-255
442
$25.9K 0.02%
1,369
-214
443
$25.7K 0.02%
522
444
$25.5K 0.02%
372
445
$25.4K 0.02%
377
446
$25.3K 0.02%
567
447
$25K 0.02%
417
448
$25K 0.02%
467
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449
$24.8K 0.02%
630
450
$24.8K 0.02%
2,489