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
776
$8.42K 0.01%
423
777
$8.39K 0.01%
190
778
$8.37K 0.01%
141
+39
779
$8.35K 0.01%
519
780
$8.35K 0.01%
98
781
$8.35K 0.01%
140
782
$8.28K 0.01%
105
783
$8.16K 0.01%
234
784
$8.16K 0.01%
397
785
$8.13K 0.01%
262
786
$8.13K 0.01%
486
787
$8.13K 0.01%
204
+40
788
$8.03K 0.01%
67
789
$8.03K 0.01%
222
790
$7.99K 0.01%
1,069
791
$7.98K 0.01%
211
792
$7.97K 0.01%
1,085
793
$7.91K 0.01%
108
794
$7.88K 0.01%
55
795
$7.87K 0.01%
196
796
$7.87K 0.01%
37
797
$7.84K 0.01%
192
-33
798
$7.77K 0.01%
86
799
$7.73K 0.01%
128
+13
800
$7.72K 0.01%
37
30 31
32
33 34