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
626
$15.1K 0.01%
136
627
$15.1K 0.01%
395
628
$15K 0.01%
133
629
$15K 0.01%
+191
630
$15K 0.01%
37
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631
$15K 0.01%
+721
632
$14.9K 0.01%
305
+115
633
$14.9K 0.01%
59
634
$14.7K 0.01%
61
635
$14.7K 0.01%
+528
636
$14.7K 0.01%
288
637
$14.7K 0.01%
836
638
$14.7K 0.01%
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639
$14.7K 0.01%
912
640
$14.7K 0.01%
187
641
$14.6K 0.01%
280
642
$14.6K 0.01%
+458
643
$14.6K 0.01%
1,140
644
$14.5K 0.01%
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645
$14.5K 0.01%
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$14.4K 0.01%
630
647
$14.3K 0.01%
711
648
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649
$14.1K 0.01%
506
-341
650
$14K 0.01%
178