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
551
$18.6K 0.01%
180
552
$18.6K 0.01%
372
553
$18.5K 0.01%
170
554
$18.5K 0.01%
572
555
$18.4K 0.01%
348
556
$18.3K 0.01%
306
+32
557
$18.3K 0.01%
283
558
$18.3K 0.01%
1,645
+105
559
$18.3K 0.01%
306
560
$18.2K 0.01%
743
561
$18.2K 0.01%
288
562
$18.2K 0.01%
+491
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253
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564
$18.1K 0.01%
239
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565
$18.1K 0.01%
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-342
566
$18.1K 0.01%
651
567
$18.1K 0.01%
572
568
$18.1K 0.01%
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569
$18.1K 0.01%
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570
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$17.9K 0.01%
+1,397
572
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241
573
$17.8K 0.01%
2,151
+98
574
$17.8K 0.01%
380
575
$17.7K 0.01%
839