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
751
$9.5K 0.01%
833
752
$9.43K 0.01%
141
753
$9.36K 0.01%
230
754
$9.33K 0.01%
369
755
$9.24K 0.01%
948
+48
756
$9.21K 0.01%
378
757
$9.15K 0.01%
103
-487
758
$9.07K 0.01%
418
759
$9.06K 0.01%
377
760
$9.01K 0.01%
101
761
$8.92K 0.01%
147
+40
762
$8.9K 0.01%
239
+115
763
$8.87K 0.01%
349
764
$8.83K 0.01%
120
765
$8.8K 0.01%
228
766
$8.76K 0.01%
80
767
$8.71K 0.01%
139
+15
768
$8.68K 0.01%
552
769
$8.65K 0.01%
231
770
$8.5K 0.01%
475
771
$8.46K 0.01%
475
772
$8.46K 0.01%
179
773
$8.43K 0.01%
76
774
$8.43K 0.01%
+414
775
$8.42K 0.01%
390