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
651
$14K 0.01%
445
652
$13.9K 0.01%
658
653
$13.9K 0.01%
202
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654
$13.9K 0.01%
392
655
$13.9K 0.01%
902
656
$13.9K 0.01%
232
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$13.7K 0.01%
106
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658
$13.7K 0.01%
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659
$13.7K 0.01%
256
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$13.6K 0.01%
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270
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$13.6K 0.01%
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$12.9K 0.01%
1,679
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