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
601
$16K 0.01%
561
602
$15.9K 0.01%
427
603
$15.9K 0.01%
+94
604
$15.9K 0.01%
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605
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+173
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$15.7K 0.01%
713
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$15.6K 0.01%
452
608
$15.6K 0.01%
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609
$15.6K 0.01%
1,102
610
$15.6K 0.01%
1,298
611
$15.6K 0.01%
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612
$15.5K 0.01%
387
613
$15.5K 0.01%
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614
$15.5K 0.01%
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$15.5K 0.01%
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$15.4K 0.01%
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$15.2K 0.01%
437
624
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715
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$15.1K 0.01%
79