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
801
$7.71K 0.01%
+336
802
$7.59K 0.01%
90
+6
803
$7.5K 0.01%
385
804
$7.43K 0.01%
137
805
$7.39K 0.01%
+419
806
$7.31K 0.01%
349
807
$7.31K 0.01%
309
+68
808
$7.28K 0.01%
917
809
$7.17K 0.01%
389
+151
810
$7.16K 0.01%
106
+6
811
$7.16K 0.01%
366
812
$7.07K 0.01%
288
813
$7.03K 0.01%
539
814
$7.03K 0.01%
280
815
$7.01K 0.01%
49
816
$6.98K 0.01%
79
-2
817
$6.94K 0.01%
625
+64
818
$6.83K 0.01%
165
819
$6.83K 0.01%
248
820
$6.68K 0.01%
212
821
$6.64K 0.01%
190
822
$6.64K 0.01%
190
823
$6.6K 0.01%
356
824
$6.59K 0.01%
294
+33
825
$6.58K 0.01%
+544
31 32
33
34 35