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
876
$4.82K ﹤0.01%
352
877
$4.76K ﹤0.01%
87
878
$4.66K ﹤0.01%
347
879
$4.6K ﹤0.01%
203
-81
880
$4.55K ﹤0.01%
296
881
$4.5K ﹤0.01%
219
882
$4.46K ﹤0.01%
35
883
$4.43K ﹤0.01%
94
884
$4.42K ﹤0.01%
59
885
$4.4K ﹤0.01%
17
886
$4.35K ﹤0.01%
57
+13
887
$4.26K ﹤0.01%
98
+14
888
$4.23K ﹤0.01%
23
889
$4.21K ﹤0.01%
276
890
$4.13K ﹤0.01%
53
+8
891
$4.13K ﹤0.01%
43
892
$4.11K ﹤0.01%
63
893
$4.05K ﹤0.01%
229
894
$4.05K ﹤0.01%
52
+30
895
$4.02K ﹤0.01%
102
896
$3.99K ﹤0.01%
216
897
$3.96K ﹤0.01%
74
898
$3.96K ﹤0.01%
100
899
$3.86K ﹤0.01%
46
+10
900
$3.84K ﹤0.01%
20
+11
34 35
36
37 38