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
851
$5.58K ﹤0.01%
440
852
$5.57K ﹤0.01%
132
853
$5.54K ﹤0.01%
183
854
$5.49K ﹤0.01%
74
+17
855
$5.44K ﹤0.01%
+134
856
$5.43K ﹤0.01%
159
+15
857
$5.37K ﹤0.01%
307
+67
858
$5.3K ﹤0.01%
48
859
$5.26K ﹤0.01%
45
860
$5.21K ﹤0.01%
133
861
$5.17K ﹤0.01%
108
862
$5.14K ﹤0.01%
124
863
$5.14K ﹤0.01%
774
+161
864
$5.13K ﹤0.01%
9
865
$5.12K ﹤0.01%
600
866
$5.05K ﹤0.01%
78
+20
867
$4.98K ﹤0.01%
299
868
$4.92K ﹤0.01%
174
869
$4.91K ﹤0.01%
336
870
$4.9K ﹤0.01%
38
+13
871
$4.89K ﹤0.01%
80
872
$4.89K ﹤0.01%
91
+41
873
$4.87K ﹤0.01%
210
874
$4.84K ﹤0.01%
71
+4
875
$4.83K ﹤0.01%
151
+39
33 34
35
36 37