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
26
$753K 0.6%
5,814
-10
27
$747K 0.59%
4,949
+384
28
$727K 0.58%
8,224
+50
29
$694K 0.55%
4,529
+962
30
$693K 0.55%
43,592
+812
31
$687K 0.54%
14,200
+380
32
$685K 0.54%
6,222
+209
33
$676K 0.54%
21,220
34
$660K 0.52%
5,820
+311
35
$659K 0.52%
11,997
-118
36
$644K 0.51%
14,422
+3,721
37
$644K 0.51%
5,407
38
$632K 0.5%
3,729
+39
39
$612K 0.48%
11,046
+32
40
$597K 0.47%
4,060
-23
41
$570K 0.45%
6,539
+4
42
$531K 0.42%
15,731
+108
43
$506K 0.4%
31,539
+3,996
44
$503K 0.4%
15,448
45
$501K 0.4%
10,780
+200
46
$499K 0.4%
5,321
+37
47
$494K 0.39%
8,078
48
$483K 0.38%
6,513
49
$480K 0.38%
16,844
+125
50
$480K 0.38%
13,696
+6,860
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