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
901
$3.84K ﹤0.01%
82
+19
902
$3.82K ﹤0.01%
58
+18
903
$3.82K ﹤0.01%
87
904
$3.81K ﹤0.01%
41
905
$3.76K ﹤0.01%
89
-1
906
$3.54K ﹤0.01%
21
907
$3.5K ﹤0.01%
120
908
$3.5K ﹤0.01%
146
909
$3.47K ﹤0.01%
54
910
$3.42K ﹤0.01%
143
+67
911
$3.31K ﹤0.01%
68
912
$3.26K ﹤0.01%
83
913
$3.21K ﹤0.01%
27
914
$3.07K ﹤0.01%
64
915
$3.06K ﹤0.01%
75
916
$3.03K ﹤0.01%
51
917
$3.02K ﹤0.01%
112
918
$2.96K ﹤0.01%
34
+8
919
$2.96K ﹤0.01%
47
920
$2.95K ﹤0.01%
+89
921
$2.94K ﹤0.01%
67
+19
922
$2.92K ﹤0.01%
45
+13
923
$2.92K ﹤0.01%
18
924
$2.85K ﹤0.01%
81
925
$2.83K ﹤0.01%
33
35 36
37
38 39