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
501
$21.1K 0.02%
1,066
502
$21.1K 0.02%
403
+14
503
$21K 0.02%
1,181
504
$21K 0.02%
338
505
$21K 0.02%
280
-41
506
$21K 0.02%
1,222
+979
507
$20.9K 0.02%
94
508
$20.8K 0.02%
271
-25
509
$20.8K 0.02%
838
510
$20.7K 0.02%
328
511
$20.7K 0.02%
+627
512
$20.7K 0.02%
558
513
$20.5K 0.02%
1,100
514
$20.5K 0.02%
2,016
515
$20.5K 0.02%
702
516
$20.5K 0.02%
124
-31
517
$20.4K 0.02%
780
+18
518
$20.4K 0.02%
1,063
519
$20.2K 0.02%
616
520
$20.2K 0.02%
761
521
$20.1K 0.02%
209
-10
522
$20K 0.02%
492
523
$19.9K 0.02%
255
-487
524
$19.9K 0.02%
566
525
$19.8K 0.02%
437
+32
19 20
21
22 23