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
476
$22.3K 0.02%
401
-1
477
$22.3K 0.02%
424
478
$22.2K 0.02%
167
+3
479
$21.8K 0.02%
386
480
$21.8K 0.02%
285
-748
481
$21.7K 0.02%
1,013
482
$21.7K 0.02%
720
483
$21.7K 0.02%
744
484
$21.6K 0.02%
502
485
$21.6K 0.02%
501
486
$21.6K 0.02%
1,004
487
$21.6K 0.02%
910
488
$21.5K 0.02%
1,381
489
$21.5K 0.02%
388
490
$21.5K 0.02%
198
491
$21.5K 0.02%
922
492
$21.4K 0.02%
768
+69
493
$21.4K 0.02%
378
+285
494
$21.4K 0.02%
578
495
$21.3K 0.02%
573
496
$21.3K 0.02%
760
497
$21.3K 0.02%
506
498
$21.2K 0.02%
233
-34
499
$21.2K 0.02%
1,454
+736
500
$21.1K 0.02%
300
18 19
20
21 22