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
526
$19.8K 0.02%
353
527
$19.8K 0.02%
510
528
$19.8K 0.02%
347
529
$19.7K 0.02%
521
530
$19.7K 0.02%
784
531
$19.6K 0.02%
312
-18
532
$19.5K 0.02%
810
533
$19.5K 0.02%
992
534
$19.5K 0.02%
113
535
$19.4K 0.02%
501
536
$19.3K 0.02%
1,102
537
$19.3K 0.02%
452
538
$19.2K 0.02%
262
-163
539
$19.1K 0.02%
106
540
$19.1K 0.02%
647
-169
541
$19.1K 0.02%
293
542
$19.1K 0.02%
173
543
$19K 0.02%
328
544
$18.8K 0.01%
553
+105
545
$18.7K 0.01%
559
546
$18.7K 0.01%
307
547
$18.7K 0.01%
288
548
$18.7K 0.01%
1,502
549
$18.7K 0.01%
83
-38
550
$18.6K 0.01%
+559
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