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
451
$24.7K 0.02%
259
452
$24.7K 0.02%
595
453
$24.5K 0.02%
1,448
454
$24.4K 0.02%
748
455
$24.3K 0.02%
334
456
$24.3K 0.02%
558
+255
457
$24.3K 0.02%
237
458
$24.3K 0.02%
448
459
$24.1K 0.02%
1,125
460
$24.1K 0.02%
368
461
$24.1K 0.02%
287
462
$23.7K 0.02%
713
463
$23.7K 0.02%
1,018
464
$23.3K 0.02%
257
465
$23.3K 0.02%
1,128
466
$23.1K 0.02%
529
+52
467
$23.1K 0.02%
828
468
$23K 0.02%
578
469
$22.8K 0.02%
342
470
$22.7K 0.02%
+464
471
$22.7K 0.02%
568
472
$22.4K 0.02%
434
473
$22.4K 0.02%
3,008
474
$22.4K 0.02%
389
+381
475
$22.3K 0.02%
329