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
826
$6.49K 0.01%
121
+13
827
$6.47K 0.01%
90
828
$6.28K 0.01%
573
829
$6.27K 0.01%
51
830
$6.24K ﹤0.01%
195
+46
831
$6.23K ﹤0.01%
58
+14
832
$6.21K ﹤0.01%
67
+18
833
$6.21K ﹤0.01%
78
+15
834
$6.18K ﹤0.01%
+58
835
$6.17K ﹤0.01%
344
836
$6.16K ﹤0.01%
89
-55
837
$6.13K ﹤0.01%
93
838
$6.11K ﹤0.01%
1,084
-761
839
$6.11K ﹤0.01%
142
840
$6.11K ﹤0.01%
189
-340
841
$6.08K ﹤0.01%
51
842
$6.08K ﹤0.01%
311
+67
843
$6.08K ﹤0.01%
246
844
$5.99K ﹤0.01%
77
-11
845
$5.89K ﹤0.01%
426
+48
846
$5.86K ﹤0.01%
56
+3
847
$5.86K ﹤0.01%
89
+32
848
$5.8K ﹤0.01%
449
849
$5.73K ﹤0.01%
66
850
$5.6K ﹤0.01%
552
32 33
34
35 36