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
726
$10.7K 0.01%
378
727
$10.7K 0.01%
5
728
$10.6K 0.01%
832
+61
729
$10.6K 0.01%
227
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730
$10.5K 0.01%
+137
731
$10.5K 0.01%
100
732
$10.5K 0.01%
413
733
$10.4K 0.01%
45
734
$10.4K 0.01%
324
-26
735
$10.3K 0.01%
525
736
$10.3K 0.01%
182
737
$10.2K 0.01%
197
738
$10.1K 0.01%
265
739
$10.1K 0.01%
194
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740
$10.1K 0.01%
135
741
$10.1K 0.01%
76
742
$10.1K 0.01%
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743
$10.1K 0.01%
76
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744
$9.98K 0.01%
513
745
$9.96K 0.01%
111
746
$9.94K 0.01%
1,154
747
$9.89K 0.01%
121
748
$9.89K 0.01%
9
749
$9.87K 0.01%
394
750
$9.61K 0.01%
870