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
576
$17.7K 0.01%
492
577
$17.7K 0.01%
409
578
$17.6K 0.01%
1,540
579
$17.6K 0.01%
1,372
580
$17.4K 0.01%
412
581
$17.4K 0.01%
242
582
$17.3K 0.01%
572
583
$17.2K 0.01%
2,177
584
$17K 0.01%
350
585
$17K 0.01%
190
-50
586
$16.7K 0.01%
792
+248
587
$16.7K 0.01%
456
588
$16.7K 0.01%
451
589
$16.6K 0.01%
448
590
$16.6K 0.01%
+1,051
591
$16.4K 0.01%
445
592
$16.3K 0.01%
171
593
$16.3K 0.01%
332
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$16.2K 0.01%
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595
$16.2K 0.01%
586
596
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456
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328
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246
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599
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449
600
$16K 0.01%
467
+249