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
676
$12.9K 0.01%
262
677
$12.9K 0.01%
55
678
$12.8K 0.01%
50
679
$12.8K 0.01%
127
+77
680
$12.6K 0.01%
269
681
$12.6K 0.01%
145
682
$12.6K 0.01%
484
683
$12.5K 0.01%
415
684
$12.5K 0.01%
496
685
$12.4K 0.01%
477
686
$12.4K 0.01%
5,020
687
$12.3K 0.01%
394
688
$12.3K 0.01%
790
689
$12.3K 0.01%
140
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$12.2K 0.01%
+277
691
$12.1K 0.01%
+1,035
692
$12.1K 0.01%
722
693
$12.1K 0.01%
275
694
$12K 0.01%
226
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695
$11.9K 0.01%
474
696
$11.9K 0.01%
+621
697
$11.9K 0.01%
296
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698
$11.8K 0.01%
+178
699
$11.8K 0.01%
418
700
$11.7K 0.01%
206